PTCG
NVX

Pring Turner Capital Group’s Nuveen Calif Div Muni NVX Stock Holding History

Pring Turner Capital Group’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$13K – 200
2013
Q4 		$13K Buy
+1,000
New +$12.8K 0.01% 167

Other funds holding NVX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Pring Turner Capital Group's NVX Position: Q1 2014 in Review

Pring Turner Capital Group sold out of Nuveen Calif Div Muni (NVX) in Q1 2014, closing a stake of 1,000 shares — an estimated $13K sold.

Pring Turner Capital Group first reported a position in NVX in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 22 funds tracked by Wall St. Rank hold NVX as of Q1 2014.

  • Pring Turner Capital Group reported no remaining Nuveen Calif Div Muni position as of Q1 2014 after selling out during the quarter.
  • Pring Turner Capital Group sold 1,000 Nuveen Calif Div Muni shares in Q1 2014, an estimated $13K.
  • Pring Turner Capital Group first reported a position in Nuveen Calif Div Muni in Q4 2013 and held it in 1 quarter.
  • Pring Turner Capital Group's Nuveen Calif Div Muni position peaked at $13K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q1 2014.

Based on Pring Turner Capital Group's 13F filing for Q1 2014, filed 14 May 2014.