RIA
NXZ

Regal Investment Advisors’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-400
Closed -$5K – 1053
2015
Q3 		$5K Buy
+400
New +$5.39K ﹤0.01% 822

Other funds holding NXZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Regal Investment Advisors's NXZ Position: Q4 2015 in Review

Regal Investment Advisors sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q4 2015, closing a stake of 400 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in NXZ in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 59 funds tracked by Wall St. Rank hold NXZ as of Q4 2015.

  • Regal Investment Advisors reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 400 NUVEEN DIV ADV MUNI FD-2 shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's NUVEEN DIV ADV MUNI FD-2 position peaked at $5K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.