SNT
NMA

Security National Trust’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History

Security National Trust’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
Q3 		– Sell
-214
Closed -$3K – 573
2013
Q2 		$3K Buy
+214
New +$3.07K ﹤0.01% 474

Other funds holding NMA

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Baird
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Trust's NMA Position: Q3 2013 in Review

Security National Trust sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q3 2013, closing a stake of 214 shares — an estimated $3K sold.

Security National Trust first reported a position in NMA in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 67 funds tracked by Wall St. Rank hold NMA as of Q3 2013.

  • Security National Trust reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q3 2013 after selling out during the quarter.
  • Security National Trust sold 214 NUVEEN MUNI ADVANTAGE FUND shares in Q3 2013, an estimated $3K.
  • Security National Trust first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q2 2013 and held it in 1 quarter.
  • Security National Trust's NUVEEN MUNI ADVANTAGE FUND position peaked at $3K in Q2 2013.
  • 67 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.