PSI
NTX

Pinnacle Summer Investments’s Nuveen Texas Quality Municipal Income Fund NTX Stock Holding History

Pinnacle Summer Investments’s Portfolio NTX Stock Details NTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$44K Buy
2,990
+1,495
+100% +$20.8K 0.01% 362
2015
Q3 		$20K Hold
1,495
– – ﹤0.01% 625
2015
Q2 		$20K Hold
1,495
– – ﹤0.01% 430
2015
Q1 		$21K Hold
1,495
– – ﹤0.01% 652
2014
Q4 		$22K Hold
1,495
– – ﹤0.01% 649
2014
Q3 		$22K Hold
1,495
– – ﹤0.01% 668
2014
Q2 		$21K Hold
1,495
– – ﹤0.01% 650
2014
Q1 		$21K Hold
1,495
– – ﹤0.01% 595
2013
Q4 		$19K Buy
+1,495
New +$19.6K ﹤0.01% 612

Other funds holding NTX

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Summer Investments's NTX Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Nuveen Texas Quality Municipal Income Fund (NTX) stake by 100% in Q4 2015, buying an estimated $20.8K and bringing the position to 2,990 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #362.

Pinnacle Summer Investments first reported a position in NTX in Q4 2013 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold NTX as of Q4 2015.

  • Pinnacle Summer Investments held 2,990 shares of Nuveen Texas Quality Municipal Income Fund worth $44K as of Q4 2015.
  • Pinnacle Summer Investments bought 1,495 Nuveen Texas Quality Municipal Income Fund shares in Q4 2015, an estimated $20.8K.
  • Nuveen Texas Quality Municipal Income Fund made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #362 holding.
  • Pinnacle Summer Investments first reported a position in Nuveen Texas Quality Municipal Income Fund in Q4 2013 and has held it in 9 quarters since.
  • 18 funds tracked by Wall St. Rank held Nuveen Texas Quality Municipal Income Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.