PFO
NXZ

Pathstone Family Office’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

Pathstone Family Office’s Portfolio NXZ Stock Details NXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,672
Closed -$72K – 372
2013
Q3 		$72K Buy
+5,672
New +$72.8K 0.31% 52

Other funds holding NXZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pathstone Family Office sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q4 2013, closing a stake of 5,672 shares — an estimated $72K sold.

Pathstone Family Office first reported a position in NXZ in Q3 2013 and held it in 1 quarter. The position peaked at $72K in Q3 2013. 53 funds tracked by Wall St. Rank hold NXZ as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 5,672 NUVEEN DIV ADV MUNI FD-2 shares in Q4 2013, an estimated $72K.
  • Pathstone Family Office first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN DIV ADV MUNI FD-2 position peaked at $72K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q4 2013.

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