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Insider
Information: |
Wells Fargo Municipal Capital Strategies, Llc |
Relationship: |
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City: |
New York |
State: |
NY |
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Insider
Summary: |
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Companies Owned : |
22 |
|
Direct
Shares |
879 |
|
Indirect Shares
|
30,700 |
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|
Direct
Value |
$13,273 |
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Indirect Value
|
$371,662 |
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Total
Shares |
31,579 |
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Total
Value |
$384,935 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
|
0
|
0
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Stock
price went up :
|
0
|
0
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Stock
price went down : |
0
|
0
|
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
Percentage
Gain/Loss : |
0.0%
|
0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
DTF Tax Free Income Inc |
DTF |
10% Owner |
|
0 |
2020-11-12 |
0 |
Premium* |
|
Nuveen Insured Tax Free Advantag... |
NEA |
10% Owner |
|
0 |
2016-06-01 |
2,380 |
Premium* |
|
Nuveen Arizona Premium Income Mu... |
NAZ |
10% Owner |
|
0 |
2018-12-14 |
883 |
Premium* |
|
Nuveen Connecticut Premium Incom... |
NTC |
10% Owner |
|
0 |
2019-11-18 |
0 |
Premium* |
|
Nuveen Pennsylvania Investment Q... |
NQP |
10% Owner |
|
0 |
2018-12-28 |
2,175 |
Premium* |
|
Nuveen Georgia Dividend Advantag... |
NKG |
10% Owner |
|
0 |
2018-12-14 |
585 |
Premium* |
|
Nuveen Massachusetts Premium Inc... |
NMT |
10% Owner |
|
0 |
2014-07-01 |
740 |
Premium* |
|
Nuveen Michigan Quality Income M... |
NUM |
10% Owner |
2016-06-01 |
879 |
2016-06-01 |
851 |
Premium* |
|
Nuveen California Dividend Advan... |
NAC |
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|
0 |
2024-02-21 |
4,350 |
Premium* |
|
Nuveen New Jersey Dividend Advan... |
NXJ |
10% Owner |
|
0 |
2016-11-17 |
2,329 |
Premium* |
|
Managed Duration Inv Grade |
MZF |
10% Owner |
|
0 |
2018-08-06 |
0 |
Premium* |
|
Pioneer Municipal High Income Tr... |
MHI |
10% Owner |
2021-02-16 |
0 |
2023-05-30 |
0 |
Premium* |
|
Pioneer Municipal High Income Ad... |
MAV |
10% Owner |
2021-02-16 |
0 |
2023-05-30 |
0 |
Premium* |
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Nuveen Municipal High Income Opp... |
NMZ |
10% Owner |
|
0 |
2023-04-03 |
1,700 |
Premium* |
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Nuveen Dividend Advantage Munici... |
NZF |
10% Owner |
2023-09-01 |
0 |
2023-09-01 |
6,048 |
Premium* |
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Pimco Municipal Income Fund III |
PMX |
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|
0 |
2024-06-12 |
239 |
Premium* |
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Pimco California Municipal Incom... |
PCK |
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0 |
2024-06-12 |
292 |
Premium* |
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Pimco Municipal Income Fund II |
PML |
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|
0 |
2024-06-12 |
555 |
Premium* |
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AllianceBernstein National Munic... |
AFB |
10% Owner |
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0 |
2023-09-14 |
3,531 |
Premium* |
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Pimco Municipal Income Fund |
PMF |
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|
0 |
2024-06-12 |
204 |
Premium* |
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Nuveen Dividend Advantage Munici... |
NAD |
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2024-07-01 |
0 |
2024-07-01 |
3,838 |
Premium* |
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Blackrock Municipal Target Term ... |
BTT |
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2024-08-02 |
0 |
2024-08-02 |
0 |
Premium* |
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Records found :
61 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 3
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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|
Form |
PCK |
Pimco California Municipa... |
10% Owner |
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2023-09-20 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
567 |
|
% |
|
PMX |
Pimco Municipal Income Fu... |
10% Owner |
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2023-09-20 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
582 |
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% |
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NKG |
Nuveen Georgia Dividend A... |
10% Owner |
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2018-12-14 |
4 |
A |
$0.00 |
$0 |
I/I |
585 |
585 |
0 |
- |
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MZF |
Managed Duration Inv Grad... |
10% Owner |
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2017-07-12 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
600 |
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- |
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DTF |
DTF Tax Free Income Inc |
10% Owner |
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2013-08-22 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
650 |
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- |
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DTF |
DTF Tax Free Income Inc |
10% Owner |
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2016-01-08 |
4 |
A |
$0.00 |
$0 |
I/I |
650 |
650 |
0 |
- |
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NMT |
Nuveen Massachusetts Prem... |
10% Owner |
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2014-07-01 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
740 |
|
- |
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NKG |
Nuveen Georgia Dividend A... |
10% Owner |
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2014-05-20 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
750 |
|
- |
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NAZ |
Nuveen Arizona Premium In... |
10% Owner |
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2013-12-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
790 |
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- |
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NKG |
Nuveen Georgia Dividend A... |
10% Owner |
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2016-09-01 |
4 |
A |
$0.00 |
$0 |
I/I |
820 |
820 |
0 |
- |
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NUM |
Nuveen Michigan Quality I... |
10% Owner |
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2016-06-01 |
4 |
A |
$0.00 |
$0 |
I/I |
851 |
851 |
0 |
- |
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NQP |
Nuveen Pennsylvania Inves... |
10% Owner |
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2016-09-01 |
4 |
A |
$0.00 |
$0 |
I/I |
870 |
870 |
0 |
- |
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NUM |
Nuveen Michigan Quality I... |
10% Owner |
|
2016-06-01 |
4 |
A |
$0.00 |
$0 |
D/D |
879 |
879 |
0 |
- |
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NAZ |
Nuveen Arizona Premium In... |
10% Owner |
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2016-06-01 |
4 |
A |
$0.00 |
$0 |
I/I |
883 |
883 |
0 |
- |
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NAZ |
Nuveen Arizona Premium In... |
10% Owner |
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2018-12-14 |
4 |
A |
$0.00 |
$0 |
I/I |
883 |
883 |
0 |
- |
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NTC |
Nuveen Connecticut Premiu... |
10% Owner |
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2014-02-21 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,060 |
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- |
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NTC |
Nuveen Connecticut Premiu... |
10% Owner |
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2016-09-01 |
4 |
A |
$0.00 |
$0 |
I/I |
1,120 |
1,120 |
0 |
- |
|
NTC |
Nuveen Connecticut Premiu... |
10% Owner |
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2018-12-14 |
4 |
A |
$0.00 |
$0 |
I/I |
1,120 |
1,120 |
0 |
- |
|
PML |
Pimco Municipal Income Fu... |
10% Owner |
|
2023-09-20 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,242 |
|
% |
|
MHI |
Pioneer Municipal High In... |
10% Owner |
|
2022-11-14 |
4 |
D |
$0.00 |
$0 |
I/I |
(160) |
1,290 |
0 |
- |
|
MAV |
Pioneer Municipal High In... |
10% Owner |
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2022-11-14 |
4 |
D |
$0.00 |
$0 |
I/I |
(200) |
1,400 |
0 |
- |
|
NAC |
Nuveen California Dividen... |
10% Owner |
|
2016-06-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,450 |
|
- |
|
MHI |
Pioneer Municipal High In... |
10% Owner |
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2021-02-16 |
4 |
A |
$0.00 |
$0 |
I/I |
200 |
1,450 |
0 |
- |
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NEA |
Nuveen Insured Tax Free A... |
10% Owner |
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2013-12-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,510 |
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- |
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NAC |
Nuveen California Dividen... |
10% Owner |
|
2017-11-16 |
4 |
A |
$0.00 |
$0 |
I/I |
1,600 |
1,600 |
0 |
- |
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61 Records found
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Page 2 of 3 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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