CCWA
NPY

CLA (CliftonLarsonAllen) Wealth Advisors’s NUVEEN (PA)PREM INCM MUNI FD-2 NPY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio NPY Stock Details NPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-43,555
Closed -$518K – 81
2013
Q4 		$518K Buy
43,555
+11,000
+34% +$132K 0.13% 66
2013
Q3 		$399K Buy
+32,555
New +$400K 0.11% 70

CLA (CliftonLarsonAllen) Wealth Advisors's NPY Position: Q1 2014 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of NUVEEN (PA)PREM INCM MUNI FD-2 (NPY) in Q1 2014, closing a stake of 43,555 shares — an estimated $518K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NPY in Q3 2013 and held it in 2 quarters. The position peaked at $518K in Q4 2013. 0 funds tracked by Wall St. Rank hold NPY as of Q1 2014.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining NUVEEN (PA)PREM INCM MUNI FD-2 position as of Q1 2014 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 43,555 NUVEEN (PA)PREM INCM MUNI FD-2 shares in Q1 2014, an estimated $518K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NUVEEN (PA)PREM INCM MUNI FD-2 in Q3 2013 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's NUVEEN (PA)PREM INCM MUNI FD-2 position peaked at $518K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN (PA)PREM INCM MUNI FD-2 as of Q1 2014.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2014, filed 11 Apr 2014.