OFG
NQU

OTA Financial Group’s NUVEEN QUALITY INCOME MUNI FD NQU Stock Holding History

OTA Financial Group’s Portfolio NQU Stock Details NQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,175
Closed -$308 – 135
2013
Q4 		$308 Buy
+25,175
New +$309K 0.19% 59

Other funds holding NQU

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

OTA Financial Group's NQU Position: Q1 2014 in Review

OTA Financial Group sold out of NUVEEN QUALITY INCOME MUNI FD (NQU) in Q1 2014, closing a stake of 25,175 shares — an estimated $308 sold.

OTA Financial Group first reported a position in NQU in Q4 2013 and held it in 1 quarter. The position peaked at $308 in Q4 2013. 74 funds tracked by Wall St. Rank hold NQU as of Q1 2014.

  • OTA Financial Group reported no remaining NUVEEN QUALITY INCOME MUNI FD position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 25,175 NUVEEN QUALITY INCOME MUNI FD shares in Q1 2014, an estimated $308.
  • OTA Financial Group first reported a position in NUVEEN QUALITY INCOME MUNI FD in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's NUVEEN QUALITY INCOME MUNI FD position peaked at $308 in Q4 2013.
  • 74 funds tracked by Wall St. Rank held NUVEEN QUALITY INCOME MUNI FD as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.