PMG
NMA

ProVise Management Group’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History

ProVise Management Group’s Portfolio NMA Stock Details NMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-22,524
Closed -$282K – 317
2013
Q3 		$282K Sell
22,524
-826
-4% -$10.3K 0.08% 248
2013
Q2 		$313K Buy
+23,350
New +$335K 0.09% 230

Other funds holding NMA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ProVise Management Group's NMA Position: Q4 2013 in Review

ProVise Management Group sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q4 2013, closing a stake of 22,524 shares — an estimated $282K sold.

ProVise Management Group first reported a position in NMA in Q2 2013 and held it in 2 quarters. The position peaked at $313K in Q2 2013. 71 funds tracked by Wall St. Rank hold NMA as of Q4 2013.

  • ProVise Management Group reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q4 2013 after selling out during the quarter.
  • ProVise Management Group sold 22,524 NUVEEN MUNI ADVANTAGE FUND shares in Q4 2013, an estimated $282K.
  • ProVise Management Group first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q2 2013 and held it in 2 quarters.
  • ProVise Management Group's NUVEEN MUNI ADVANTAGE FUND position peaked at $313K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q4 2013.

Based on ProVise Management Group's 13F filing for Q4 2013, filed 7 Feb 2014.