WA
NQS

Waverly Advisors’s NUVEEN SELECT QUALITY MUNI FD NQS Stock Holding History

Waverly Advisors’s Portfolio NQS Stock Details NQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,630
Closed -$20K – 903
2013
Q4 		$20K Buy
+1,630
New +$20.1K 0.01% 462

Other funds holding NQS

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Waverly Advisors's NQS Position: Q1 2014 in Review

Waverly Advisors sold out of NUVEEN SELECT QUALITY MUNI FD (NQS) in Q1 2014, closing a stake of 1,630 shares — an estimated $20K sold.

Waverly Advisors first reported a position in NQS in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 60 funds tracked by Wall St. Rank hold NQS as of Q1 2014.

  • Waverly Advisors reported no remaining NUVEEN SELECT QUALITY MUNI FD position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,630 NUVEEN SELECT QUALITY MUNI FD shares in Q1 2014, an estimated $20K.
  • Waverly Advisors first reported a position in NUVEEN SELECT QUALITY MUNI FD in Q4 2013 and held it in 1 quarter.
  • Waverly Advisors's NUVEEN SELECT QUALITY MUNI FD position peaked at $20K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held NUVEEN SELECT QUALITY MUNI FD as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.