WA
NUM

WFG Advisors’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

WFG Advisors’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,540
Closed -$21K – 2280
2014
Q3 		$21K Buy
1,540
+24
+2% +$336 ﹤0.01% 1273
2014
Q2 		$22K Buy
1,516
+24
+2% +$335 ﹤0.01% 1244
2014
Q1 		$20K Buy
1,492
+17
+1% +$225 ﹤0.01% 1261
2013
Q4 		$18K Buy
1,475
+34
+2% +$428 ﹤0.01% 1391
2013
Q3 		$19K Buy
1,441
+420
+41% +$5.36K ﹤0.01% 1306
2013
Q2 		$14K Buy
+1,021
New +$15.2K ﹤0.01% 1360

Other funds holding NUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's NUM Position: Q4 2014 in Review

WFG Advisors sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q4 2014, closing a stake of 1,540 shares — an estimated $21K sold.

WFG Advisors first reported a position in NUM in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q2 2014. 32 funds tracked by Wall St. Rank hold NUM as of Q4 2014.

  • WFG Advisors reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 1,540 Nuveen Michigan Quality Municipal Income Fund shares in Q4 2014, an estimated $21K.
  • WFG Advisors first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Nuveen Michigan Quality Municipal Income Fund position peaked at $22K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.