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WFG Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

WFG Advisors’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-24
Closed – – 2037
2014
Q1 		$0 Buy
24
+1
+4% +$13 ﹤0.01% 2149
2013
Q4 		$0 Hold
23
– – ﹤0.01% 2282
2013
Q3 		$0 Hold
23
– – ﹤0.01% 2219
2013
Q2 		$0 Buy
+23
New +$333 ﹤0.01% 2103

Other funds holding NMT

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's NMT Position: Q2 2014 in Review

WFG Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2014, closing a stake of 24 shares.

WFG Advisors first reported a position in NMT in Q2 2013 and held it in 4 quarters. The position peaked at $0 in Q1 2014. 19 funds tracked by Wall St. Rank hold NMT as of Q2 2014.

  • WFG Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 24 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2014.
  • WFG Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $0 in Q1 2014.
  • 19 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.