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Cobiz Wealth’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Cobiz Wealth’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-595
Closed -$8K – 283
2013
Q2 		$8K Buy
+595
New +$8.49K ﹤0.01% 292

Other funds holding NXP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $464M AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Cobiz Wealth's NXP Position: Q3 2013 in Review

Cobiz Wealth sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2013, closing a stake of 595 shares — an estimated $8K sold.

Cobiz Wealth first reported a position in NXP in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 36 funds tracked by Wall St. Rank hold NXP as of Q3 2013.

  • Cobiz Wealth reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 595 Nuveen Select Tax-Free Income Portfolio shares in Q3 2013, an estimated $8K.
  • Cobiz Wealth first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Nuveen Select Tax-Free Income Portfolio position peaked at $8K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.