SFWA
NXQ

Summit Financial Wealth Advisors’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Summit Financial Wealth Advisors’s Portfolio NXQ Stock Details NXQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-197
Closed -$2K – 263
2015
Q2 		$2K Buy
+197
New +$2.67K ﹤0.01% 262

Other funds holding NXQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Wealth Advisors's NXQ Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q3 2015, closing a stake of 197 shares — an estimated $2K sold.

Summit Financial Wealth Advisors first reported a position in NXQ in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 40 funds tracked by Wall St. Rank hold NXQ as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 197 NUVEEN ELECT TAX-FREE INC 2 shares in Q3 2015, an estimated $2K.
  • Summit Financial Wealth Advisors first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's NUVEEN ELECT TAX-FREE INC 2 position peaked at $2K in Q2 2015.
  • 40 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.