PFO
NXQ

Pathstone Family Office’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Pathstone Family Office’s Portfolio NXQ Stock Details NXQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-281
Closed -$4K – 684
2017
Q1 		$4K Buy
+281
New +$3.77K ﹤0.01% 337
2013
Q4 		– Sell
-1,142
Closed -$14K – 346
2013
Q3 		$14K Buy
+1,142
New +$14.1K 0.06% 159

Other funds holding NXQ

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's NXQ Position: Q2 2017 in Review

Pathstone Family Office sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q2 2017, closing a stake of 281 shares — an estimated $4K sold.

Pathstone Family Office first reported a position in NXQ in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 45 funds tracked by Wall St. Rank hold NXQ as of Q2 2017.

  • Pathstone Family Office reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 281 NUVEEN ELECT TAX-FREE INC 2 shares in Q2 2017, an estimated $4K.
  • Pathstone Family Office first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q3 2013 and held it in 2 quarters.
  • Pathstone Family Office's NUVEEN ELECT TAX-FREE INC 2 position peaked at $14K in Q3 2013.
  • 45 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.