Sheets Smith Wealth Management’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-10,300
Closed -$172K 290
2016
Q2
$172K Hold
10,300
0.05% 246
2016
Q1
$165K Hold
10,300
0.05% 225
2015
Q4
$159K Hold
10,300
0.05% 218
2015
Q3
$153K Hold
10,300
0.05% 200
2015
Q2
$149K Hold
10,300
0.04% 228
2015
Q1
$161K Hold
10,300
0.04% 232
2014
Q4
$157K Buy
+10,300
New +$154K 0.04% 237

Sheets Smith Wealth Management's NQM Position: Q3 2016 in Review

Sheets Smith Wealth Management sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q3 2016, closing a stake of 10,300 shares — an estimated $172K sold.

Sheets Smith Wealth Management first reported a position in NQM in Q4 2014 and held it in 7 quarters. The position peaked at $172K in Q2 2016. 0 funds tracked by Wall St. Rank hold NQM as of Q3 2016.

  • Sheets Smith Wealth Management reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q3 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,300 NUVEEN INVESTMENT QLTY MUNI FD shares in Q3 2016, an estimated $172K.
  • Sheets Smith Wealth Management first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q4 2014 and held it in 7 quarters.
  • Sheets Smith Wealth Management's NUVEEN INVESTMENT QLTY MUNI FD position peaked at $172K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q3 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2016, filed 18 Nov 2016.