WCM
NIM icon

Wealthcare Capital Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Wealthcare Capital Management’s Portfolio NIM Stock Details NIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-330
Closed -$3K – 243
2014
Q3 		$3K Buy
+330
New +$3.42K ﹤0.01% 228

Other funds holding NIM

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.36B AUM 27.85% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Wealthcare Capital Management's NIM Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2014, closing a stake of 330 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in NIM in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 26 funds tracked by Wall St. Rank hold NIM as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 330 Nuveen Select Maturities Municipal Fund shares in Q4 2014, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Nuveen Select Maturities Municipal Fund position peaked at $3K in Q3 2014.
  • 26 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.