U
NXR

UBS’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

UBS’s Portfolio NXR Stock Details NXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1.81M Buy
130,792
+23,593
+22% +$325K ﹤0.01% 2998
2014
Q2 		$1.51M Buy
107,199
+2,896
+3% +$40K ﹤0.01% 3162
2014
Q1 		$1.43M Buy
104,303
+22,429
+27% +$301K ﹤0.01% 3119
2013
Q4 		$1.05M Sell
81,874
-28,025
-26% -$358K ﹤0.01% 3487
2013
Q3 		$1.41M Sell
109,899
-23,732
-18% -$302K ﹤0.01% 2961
2013
Q2 		$1.78M Buy
+133,631
New +$1.92M ﹤0.01% 2669

Other funds holding NXR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS's NXR Position: Q3 2014 in Review

UBS increased its NUVEEN ELECT TAX-FREE INC 3 (NXR) stake by 22% in Q3 2014, buying an estimated $325K and bringing the position to 130,792 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

UBS first reported a position in NXR in Q2 2013 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold NXR as of Q3 2014.

  • UBS held 130,792 shares of NUVEEN ELECT TAX-FREE INC 3 worth $1.81M as of Q3 2014.
  • UBS bought 23,593 NUVEEN ELECT TAX-FREE INC 3 shares in Q3 2014, an estimated $325K.
  • NUVEEN ELECT TAX-FREE INC 3 made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2998 holding.
  • UBS first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q2 2013 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.