OL
NQM

OTA LLC’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

OTA LLC’s Portfolio NQM Stock Details NQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$287K Buy
+19,557
New +$286K 0.38% 50

Other funds holding NQM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OTA LLC's NQM Position: Q2 2014 in Review

OTA LLC opened a new position in NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q2 2014: 19,557 shares worth $287K. The stake represents 0.38% of the portfolio and ranks #50 among its holdings.

53 funds tracked by Wall St. Rank hold NQM as of Q2 2014.

  • OTA LLC held 19,557 shares of NUVEEN INVESTMENT QLTY MUNI FD worth $287K as of Q2 2014.
  • NUVEEN INVESTMENT QLTY MUNI FD was a new OTA LLC position in Q2 2014.
  • NUVEEN INVESTMENT QLTY MUNI FD made up 0.38% of OTA LLC's portfolio in Q2 2014, its #50 holding.
  • 53 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q2 2014.

Based on OTA LLC's 13F filing for Q2 2014, filed 8 Aug 2014.