SG Americas Securities
NVX

SG Americas Securities’s Nuveen Calif Div Muni NVX Stock Holding History

SG Americas Securities’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,860
Closed -$170K – 3337
2014
Q4 		$170K Buy
+11,860
New +$167K ﹤0.01% 2554
2014
Q1 		– Sell
-9,837
Closed -$124K – 2941
2013
Q4 		$124K Buy
+9,837
New +$125K ﹤0.01% 2295

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities's NVX Position: Q1 2015 in Review

SG Americas Securities sold out of Nuveen Calif Div Muni (NVX) in Q1 2015, closing a stake of 11,860 shares — an estimated $170K sold.

SG Americas Securities first reported a position in NVX in Q4 2013 and held it in 2 quarters. The position peaked at $170K in Q4 2014. 22 funds tracked by Wall St. Rank hold NVX as of Q1 2015.

  • SG Americas Securities reported no remaining Nuveen Calif Div Muni position as of Q1 2015 after selling out during the quarter.
  • SG Americas Securities sold 11,860 Nuveen Calif Div Muni shares in Q1 2015, an estimated $170K.
  • SG Americas Securities first reported a position in Nuveen Calif Div Muni in Q4 2013 and held it in 2 quarters.
  • SG Americas Securities's Nuveen Calif Div Muni position peaked at $170K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q1 2015.

Based on SG Americas Securities's 13F filing for Q1 2015, filed 13 May 2015.