PFO
NXR

Pathstone Family Office’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Pathstone Family Office’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,773
Closed -$23K – 347
2013
Q3 		$23K Buy
+1,773
New +$22.6K 0.1% 119

Other funds holding NXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pathstone Family Office sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q4 2013, closing a stake of 1,773 shares — an estimated $23K sold.

Pathstone Family Office first reported a position in NXR in Q3 2013 and held it in 1 quarter. The position peaked at $23K in Q3 2013. 29 funds tracked by Wall St. Rank hold NXR as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,773 NUVEEN ELECT TAX-FREE INC 3 shares in Q4 2013, an estimated $23K.
  • Pathstone Family Office first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN ELECT TAX-FREE INC 3 position peaked at $23K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q4 2013.

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