OFG
NXZ

OTA Financial Group’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

OTA Financial Group’s Portfolio NXZ Stock Details NXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,119
Closed -$210K – 104
2014
Q3 		$210K Buy
+15,119
New +$208K 0.28% 59

Other funds holding NXZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

OTA Financial Group's NXZ Position: Q4 2014 in Review

OTA Financial Group sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q4 2014, closing a stake of 15,119 shares — an estimated $210K sold.

OTA Financial Group first reported a position in NXZ in Q3 2014 and held it in 1 quarter. The position peaked at $210K in Q3 2014. 61 funds tracked by Wall St. Rank hold NXZ as of Q4 2014.

  • OTA Financial Group reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q4 2014 after selling out during the quarter.
  • OTA Financial Group sold 15,119 NUVEEN DIV ADV MUNI FD-2 shares in Q4 2014, an estimated $210K.
  • OTA Financial Group first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q3 2014 and held it in 1 quarter.
  • OTA Financial Group's NUVEEN DIV ADV MUNI FD-2 position peaked at $210K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q4 2014.

Based on OTA Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.