OFG
NZH

OTA Financial Group’s Nuveen Calif Div NZH Stock Holding History

OTA Financial Group’s Portfolio NZH Stock Details NZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-24,603
Closed -$280 – 131
2013
Q4 		$280 Buy
+24,603
New +$281K 0.18% 73

Other funds holding NZH

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Akanthos Capital Management Woodland Hills, California $122M AUM 17.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

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

OTA Financial Group sold out of Nuveen Calif Div (NZH) in Q1 2014, closing a stake of 24,603 shares — an estimated $280 sold.

OTA Financial Group first reported a position in NZH in Q4 2013 and held it in 1 quarter. The position peaked at $280 in Q4 2013. 28 funds tracked by Wall St. Rank hold NZH as of Q1 2014.

  • OTA Financial Group reported no remaining Nuveen Calif Div position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 24,603 Nuveen Calif Div shares in Q1 2014, an estimated $280.
  • OTA Financial Group first reported a position in Nuveen Calif Div in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's Nuveen Calif Div position peaked at $280 in Q4 2013.
  • 28 funds tracked by Wall St. Rank held Nuveen Calif Div as of Q1 2014.

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