WAM
NXR

Wakefield Asset Management’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Wakefield Asset Management’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
2020
Q1 		– Sell
-51,778
Closed -$844K – 216
2019
Q4 		$844K Buy
51,778
+1,384
+3% +$22.1K 0.35% 74
2019
Q3 		$810K Buy
50,394
+3,261
+7% +$51.5K 0.35% 73
2019
Q2 		$728K Buy
+47,133
New +$713K 0.29% 75

Other funds holding NXR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wakefield Asset Management's NXR Position: Q1 2020 in Review

Wakefield Asset Management sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q1 2020, closing a stake of 51,778 shares — an estimated $844K sold.

Wakefield Asset Management first reported a position in NXR in Q2 2019 and held it in 3 quarters. The position peaked at $844K in Q4 2019. 38 funds tracked by Wall St. Rank hold NXR as of Q1 2020.

  • Wakefield Asset Management reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q1 2020 after selling out during the quarter.
  • Wakefield Asset Management sold 51,778 NUVEEN ELECT TAX-FREE INC 3 shares in Q1 2020, an estimated $844K.
  • Wakefield Asset Management first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q2 2019 and held it in 3 quarters.
  • Wakefield Asset Management's NUVEEN ELECT TAX-FREE INC 3 position peaked at $844K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q1 2020.

Based on Wakefield Asset Management's 13F filing for Q1 2020, filed 12 May 2020.