SFSIG
NVC

San Francisco Sentry Investment Group’s NUVEEN CALIF SELECT QUAL MUNI NVC Stock Holding History

San Francisco Sentry Investment Group’s Portfolio NVC Stock Details NVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$14K – 684
2013
Q3 		$14K Buy
+1,000
New +$13.9K 0.01% 442

Other funds holding NVC

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

San Francisco Sentry Investment Group's NVC Position: Q4 2013 in Review

San Francisco Sentry Investment Group sold out of NUVEEN CALIF SELECT QUAL MUNI (NVC) in Q4 2013, closing a stake of 1,000 shares — an estimated $14K sold.

San Francisco Sentry Investment Group first reported a position in NVC in Q3 2013 and held it in 1 quarter. The position peaked at $14K in Q3 2013. 27 funds tracked by Wall St. Rank hold NVC as of Q4 2013.

  • San Francisco Sentry Investment Group reported no remaining NUVEEN CALIF SELECT QUAL MUNI position as of Q4 2013 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 1,000 NUVEEN CALIF SELECT QUAL MUNI shares in Q4 2013, an estimated $14K.
  • San Francisco Sentry Investment Group first reported a position in NUVEEN CALIF SELECT QUAL MUNI in Q3 2013 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's NUVEEN CALIF SELECT QUAL MUNI position peaked at $14K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held NUVEEN CALIF SELECT QUAL MUNI as of Q4 2013.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2013, filed 22 Jan 2014.