Stifel Financial
NXZ

Stifel Financial’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

Stifel Financial’s Portfolio NXZ Stock Details NXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-12,659
Closed -$176K – 2389
2014
Q2 		$176K Sell
12,659
-25,005
-66% -$347K ﹤0.01% 2030
2014
Q1 		$508K Buy
+37,664
New +$507K ﹤0.01% 1435

Other funds holding NXZ

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Stifel Financial's NXZ Position: Q3 2014 in Review

Stifel Financial sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q3 2014, closing a stake of 12,659 shares — an estimated $176K sold.

Stifel Financial first reported a position in NXZ in Q1 2014 and held it in 2 quarters. The position peaked at $508K in Q1 2014. 60 funds tracked by Wall St. Rank hold NXZ as of Q3 2014.

  • Stifel Financial reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q3 2014 after selling out during the quarter.
  • Stifel Financial sold 12,659 NUVEEN DIV ADV MUNI FD-2 shares in Q3 2014, an estimated $176K.
  • Stifel Financial first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's NUVEEN DIV ADV MUNI FD-2 position peaked at $508K in Q1 2014.
  • 60 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q3 2014.

Based on Stifel Financial's 13F filing for Q3 2014, filed 13 Nov 2014.