SWP
NMA

Stratos Wealth Partners’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History

Stratos Wealth Partners’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
2015
Q3 		– Sell
-21,153
Closed -$275K – 628
2015
Q2 		$275K Sell
21,153
-250
-1% -$3.36K 0.04% 390
2015
Q1 		$294K Hold
21,403
– – 0.04% 432
2014
Q4 		$292K Buy
+21,403
New +$292K 0.05% 361

Other funds holding NMA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Stratos Wealth Partners's NMA Position: Q3 2015 in Review

Stratos Wealth Partners sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q3 2015, closing a stake of 21,153 shares — an estimated $275K sold.

Stratos Wealth Partners first reported a position in NMA in Q4 2014 and held it in 3 quarters. The position peaked at $294K in Q1 2015. 68 funds tracked by Wall St. Rank hold NMA as of Q3 2015.

  • Stratos Wealth Partners reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q3 2015 after selling out during the quarter.
  • Stratos Wealth Partners sold 21,153 NUVEEN MUNI ADVANTAGE FUND shares in Q3 2015, an estimated $275K.
  • Stratos Wealth Partners first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q4 2014 and held it in 3 quarters.
  • Stratos Wealth Partners's NUVEEN MUNI ADVANTAGE FUND position peaked at $294K in Q1 2015.
  • 68 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q3 2015.

Based on Stratos Wealth Partners's 13F filing for Q3 2015, filed 30 Oct 2015.