RIA
NUM

Regal Investment Advisors’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Regal Investment Advisors’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18,054
Closed -$261K – 991
2014
Q2 		$261K Buy
18,054
+9,775
+118% +$137K 0.09% 179
2014
Q1 		$112K Buy
8,279
+6,430
+348% +$85.3K 0.05% 248
2013
Q4 		$23K Buy
1,849
+1,183
+178% +$14.9K 0.01% 427
2013
Q3 		$9K Sell
666
-7,973
-92% -$102K 0.01% 626
2013
Q2 		$119K Buy
+8,639
New +$128K 0.07% 212

Other funds holding NUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Regal Investment Advisors's NUM Position: Q3 2014 in Review

Regal Investment Advisors sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q3 2014, closing a stake of 18,054 shares — an estimated $261K sold.

Regal Investment Advisors first reported a position in NUM in Q2 2013 and held it in 5 quarters. The position peaked at $261K in Q2 2014. 31 funds tracked by Wall St. Rank hold NUM as of Q3 2014.

  • Regal Investment Advisors reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 18,054 Nuveen Michigan Quality Municipal Income Fund shares in Q3 2014, an estimated $261K.
  • Regal Investment Advisors first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q2 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Nuveen Michigan Quality Municipal Income Fund position peaked at $261K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.