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 $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
CRAM
Claren Road Asset Management New York $891K AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.