WI
NXZ

Western Investment’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

Western Investment’s Portfolio NXZ Stock Details NXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$1.17M Buy
+90,147
New +$1.16M 5.04% 3

Other funds holding NXZ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Investment's NXZ Position: Q3 2013 in Review

Western Investment opened a new position in NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q3 2013: 90,147 shares worth $1.17M. The stake represents 5.04% of the portfolio and ranks #3 among its holdings.

50 funds tracked by Wall St. Rank hold NXZ as of Q3 2013.

  • Western Investment held 90,147 shares of NUVEEN DIV ADV MUNI FD-2 worth $1.17M as of Q3 2013.
  • NUVEEN DIV ADV MUNI FD-2 was a new Western Investment position in Q3 2013.
  • NUVEEN DIV ADV MUNI FD-2 made up 5.04% of Western Investment's portfolio in Q3 2013, its #3 holding.
  • 50 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.