Whittier Trust’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
-3,000
Closed -$49K 1256
2016
Q3
$49K Buy
+3,000
New +$49.4K ﹤0.01% 703

Whittier Trust's NVX Position: Q4 2016 in Review

Whittier Trust sold out of Nuveen Calif Div Muni (NVX) in Q4 2016, closing a stake of 3,000 shares — an estimated $49K sold.

Whittier Trust first reported a position in NVX in Q3 2016 and held it in 1 quarter. The position peaked at $49K in Q3 2016. 0 funds tracked by Wall St. Rank hold NVX as of Q4 2016.

  • Whittier Trust reported no remaining Nuveen Calif Div Muni position as of Q4 2016 after selling out during the quarter.
  • Whittier Trust sold 3,000 Nuveen Calif Div Muni shares in Q4 2016, an estimated $49K.
  • Whittier Trust first reported a position in Nuveen Calif Div Muni in Q3 2016 and held it in 1 quarter.
  • Whittier Trust's Nuveen Calif Div Muni position peaked at $49K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q4 2016.

Based on Whittier Trust's 13F filing for Q4 2016, filed 19 Jan 2017.