PFO
NQS

Pathstone Family Office’s NUVEEN SELECT QUALITY MUNI FD NQS Stock Holding History

Pathstone Family Office’s Portfolio NQS Stock Details NQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,204
Closed -$43K – 393
2013
Q3 		$43K Buy
+3,204
New +$40.6K 0.19% 86

Other funds holding NQS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Family Office's NQS Position: Q4 2013 in Review

Pathstone Family Office sold out of NUVEEN SELECT QUALITY MUNI FD (NQS) in Q4 2013, closing a stake of 3,204 shares — an estimated $43K sold.

Pathstone Family Office first reported a position in NQS in Q3 2013 and held it in 1 quarter. The position peaked at $43K in Q3 2013. 61 funds tracked by Wall St. Rank hold NQS as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN SELECT QUALITY MUNI FD position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 3,204 NUVEEN SELECT QUALITY MUNI FD shares in Q4 2013, an estimated $43K.
  • Pathstone Family Office first reported a position in NUVEEN SELECT QUALITY MUNI FD in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN SELECT QUALITY MUNI FD position peaked at $43K in Q3 2013.
  • 61 funds tracked by Wall St. Rank held NUVEEN SELECT QUALITY MUNI FD as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.