TWA
NEV

TCI Wealth Advisors’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

TCI Wealth Advisors’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,123
Closed -$17K – 939
2014
Q3 		$17K Hold
1,123
– – 0.01% 358
2014
Q2 		$17K Hold
1,123
– – 0.01% 374
2014
Q1 		$16K Hold
1,123
– – 0.01% 356
2013
Q4 		$15K Hold
1,123
– – 0.01% 375
2013
Q3 		$15K Hold
1,123
– – 0.01% 324
2013
Q2 		$16K Buy
+1,123
New +$17.6K 0.01% 323

Other funds holding NEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TCI Wealth Advisors's NEV Position: Q4 2014 in Review

TCI Wealth Advisors sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2014, closing a stake of 1,123 shares — an estimated $17K sold.

TCI Wealth Advisors first reported a position in NEV in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q3 2014. 22 funds tracked by Wall St. Rank hold NEV as of Q4 2014.

  • TCI Wealth Advisors reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q4 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,123 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q4 2014, an estimated $17K.
  • TCI Wealth Advisors first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q2 2013 and held it in 6 quarters.
  • TCI Wealth Advisors's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $17K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2014.

Based on TCI Wealth Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.