Wells Fargo’s Nuveen Calif Div Muni NVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-11,090
| Closed | -$182K | – | 6672 |
|
|
2016
Q3 | $182K | Buy |
11,090
+1,700
| +18% | +$28K | ﹤0.01% | 4536 |
|
|
2016
Q2 | $157K | Sell |
9,390
-301
| -3% | -$4.87K | ﹤0.01% | 4545 |
|
|
2016
Q1 | $153K | Buy |
9,691
+1,606
| +20% | +$25.2K | ﹤0.01% | 4576 |
|
|
2015
Q4 | $124K | Sell |
8,085
-1,000
| -11% | -$15.1K | ﹤0.01% | 4764 |
|
|
2015
Q3 | $136K | Sell |
9,085
-4,001
| -31% | -$57.2K | ﹤0.01% | 4693 |
|
|
2015
Q2 | $178K | Sell |
13,086
-9,092
| -41% | -$129K | ﹤0.01% | 4678 |
|
|
2015
Q1 | $320K | Buy |
22,178
+6,598
| +42% | +$96K | ﹤0.01% | 4197 |
|
|
2014
Q4 | $224K | Buy |
15,580
+4,939
| +46% | +$69.5K | ﹤0.01% | 4360 |
|
|
2014
Q3 | $147K | Buy |
10,641
+1
| +0% | +$14 | ﹤0.01% | 4490 |
|
|
2014
Q2 | $149K | Buy |
10,640
+3,400
| +47% | +$47.5K | ﹤0.01% | 4513 |
|
|
2014
Q1 | $99K | Buy |
7,240
+307
| +4% | +$4.11K | ﹤0.01% | 4658 |
|
|
2013
Q4 | $88K | Buy |
6,933
+2,665
| +62% | +$34K | ﹤0.01% | 4564 |
|
|
2013
Q3 | $56K | Sell |
4,268
-700
| -14% | -$9.01K | ﹤0.01% | 4644 |
|
|
2013
Q2 | $69K | Buy |
+4,968
| New | +$74.4K | ﹤0.01% | 4519 |
|
Wells Fargo's NVX Position: Q4 2016 in Review
Wells Fargo sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 11,090 shares — an estimated $182K sold.
Wells Fargo first reported a position in NVX in Q2 2013 and held it in 14 quarters. The position peaked at $320K in Q1 2015. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.
- Wells Fargo reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
- Wells Fargo sold 11,090 Nuveen Calif Div Muni shares in Q4 2016, an estimated $182K.
- Wells Fargo first reported a position in Nuveen Calif Div Muni in Q2 2013 and held it in 14 quarters.
- Wells Fargo's Nuveen Calif Div Muni position peaked at $320K in Q1 2015.
- 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.
Based on Wells Fargo's 13F filing for Q4 2016, filed 1 Feb 2017.