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NVC

NUVEEN CALIF SELECT QUAL MUNI
NVC

Delisted

NVC was delisted on the 6th of June, 2014.

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25 hedge funds and large institutions have $14.8M invested in NUVEEN CALIF SELECT QUAL MUNI in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

19% more funds holding

Funds holding: 21 → 25 (+4)

0% less capital invested

Capital invested by funds: $14.8M → $14.8M (-$3K)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$687K
2
Invesco
Invesco
Georgia
+$341K
3
AAM
Advisors Asset Management
Colorado
+$277K
4
Wells Fargo
Wells Fargo
California
+$243K
5
FAAS
First Allied Advisory Services
California
+$161K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$325K
2
DA
Doliver Advisors
Texas
-$247K
3
GC
Guggenheim Capital
Illinois
-$218K
4
TRCT
Tower Research Capital (TRC)
New York
-$17K
5
U
UBS
Switzerland
-$8.23K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.52M -$218K -15,611 -5%
Invesco
2
Invesco
Georgia
$2.35M +$341K +24,476 +17%
Morgan Stanley
3
Morgan Stanley
New York
$1.06M +$120K +8,575 +13%
U
4
UBS
Switzerland
$1.01M -$8.23K -590 -0.8%
AAM
5
Advisors Asset Management
Colorado
$1M +$277K +19,872 +38%
LPL Financial
6
LPL Financial
California
$953K -$325K -23,307 -25%
WT
7
Whittier Trust
California
$697K – – –
Goldman Sachs
8
Goldman Sachs
New York
$688K +$687K +49,232 New
MA
9
MUFG Americas
New York
$528K – – –
Wells Fargo
10
Wells Fargo
California
$449K +$243K +17,403 +118%
Bank of America
11
Bank of America
North Carolina
$436K +$18.8K +1,350 +5%
HK
12
Horizon Kinetics
New York
$243K – – –
CAN
13
Cetera Advisor Networks
California
$201K – – –
FAAS
14
First Allied Advisory Services
California
$162K +$161K +11,550 New
CWM
15
Concert Wealth Management
California
$158K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$112K +$13.9K +1,000 +14%
WTC
17
WhitTier Trust Company
Nevada
$85K – – –
Creative Planning
18
Creative Planning
Kansas
$70K +$69.7K +5,000 New
NES
19
New England Securities
New York
$41K +$725 +52 +2%
WA
20
WFG Advisors
Texas
$30K +$516 +37 +2%
EMA
21
Efficient Market Advisors
California
$14K – – –
SFSIG
22
San Francisco Sentry Investment Group
California
$14K +$13.9K +1,000 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.14K +225 New
Northern Trust
24
Northern Trust
Illinois
$2K – – –
Citigroup
25
Citigroup
New York
$1K +$572 +41 New
1
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NVC Hedge Fund Activity: Q3 2013 in Review

25 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NUVEEN CALIF SELECT QUAL MUNI (NVC) for Q3 2013, worth a combined $14.8M — down 0.02% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NVC positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $687K. The largest seller was LPL Financial, cutting an estimated $325K.

  • 25 institutional investors held NUVEEN CALIF SELECT QUAL MUNI (NVC) as of Q3 2013, up from 21 in Q2 2013.
  • Funds reported $14.8M of NUVEEN CALIF SELECT QUAL MUNI stock for Q3 2013, down 0.02% quarter-over-quarter.
  • 6 funds opened new NUVEEN CALIF SELECT QUAL MUNI positions in Q3 2013 and 2 closed out, a net change of +4 holders.
  • The largest NUVEEN CALIF SELECT QUAL MUNI buyer in Q3 2013 was Goldman Sachs, an estimated $687K added.
  • The largest NUVEEN CALIF SELECT QUAL MUNI seller in Q3 2013 was LPL Financial, an estimated $325K sold.

Based on aggregated 13F filings for Q3 2013.