BPBT
NPP

Boston Private Bank & Trust’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

Boston Private Bank & Trust’s Portfolio NPP Stock Details NPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14
Closed – – 1105
2013
Q3 		$0 Buy
+14
New +$188 ﹤0.01% 1017

Other funds holding NPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Boston Private Bank & Trust's NPP Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q4 2013, closing a stake of 14 shares.

Boston Private Bank & Trust first reported a position in NPP in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 69 funds tracked by Wall St. Rank hold NPP as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 14 NUVEEN PERFORMANCE+MUN FUND shares in Q4 2013.
  • Boston Private Bank & Trust first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's NUVEEN PERFORMANCE+MUN FUND position peaked at $0 in Q3 2013.
  • 69 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.