WFG Advisors’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History

WFG Advisors’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
2015 Q1	–	Sell	-3,600	Closed	-$51K	–	2213
2014 Q4	$51K	Hold	3,600	–	–	0.01%	881
2014 Q3	$50K	Hold	3,600	–	–	0.01%	925
2014 Q2	$50K	Hold	3,600	–	–	0.01%	920
2014 Q1	$49K	Hold	3,600	–	–	0.01%	919
2013 Q4	$46K	Hold	3,600	–	–	0.01%	1032
2013 Q3	$47K	Buy	3,600 +3,000	+500%	+$38.5K	0.01%	958
2013 Q2	$8K	Buy	+600	New	+$8.88K	﹤0.01%	1553

Other funds holding NXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

PAM

PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

WFG Advisors's NXZ Position: Q1 2015 in Review

WFG Advisors sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q1 2015, closing a stake of 3,600 shares — an estimated $51K sold.

WFG Advisors first reported a position in NXZ in Q2 2013 and held it in 7 quarters. The position peaked at $51K in Q4 2014. 63 funds tracked by Wall St. Rank hold NXZ as of Q1 2015.

WFG Advisors reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 3,600 NUVEEN DIV ADV MUNI FD-2 shares in Q1 2015, an estimated $51K.
WFG Advisors first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q2 2013 and held it in 7 quarters.
WFG Advisors's NUVEEN DIV ADV MUNI FD-2 position peaked at $51K in Q4 2014.
63 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.