CWM
NPM

Concert Wealth Management’s NUVEEN PREMIUM INCM MUNI FD II NPM Stock Holding History

Concert Wealth Management’s Portfolio NPM Stock Details NPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-33,557
Closed -$519K – 1056
2016
Q2 		$519K Sell
33,557
-1,585
-5% -$23.9K 0.07% 336
2016
Q1 		$516K Buy
35,142
+1,585
+5% +$23K 0.07% 346
2015
Q4 		$485K Hold
33,557
– – 0.06% 364
2015
Q3 		$457K Hold
33,557
– – 0.06% 380
2015
Q2 		$446K Sell
33,557
-710
-2% -$9.73K 0.06% 385
2015
Q1 		$0 Hold
34,267
– – ﹤0.01% 666
2014
Q4 		$485K Hold
34,267
– – 0.07% 330
2014
Q3 		$470K Hold
34,267
– – 0.06% 280
2014
Q2 		$470K Sell
34,267
-3,972
-10% -$54.4K 0.06% 294
2014
Q1 		$511K Sell
38,239
-992
-3% -$13.2K 0.06% 264
2013
Q4 		$492K Sell
39,231
-2,150
-5% -$27K 0.06% 262
2013
Q3 		$540K Buy
41,381
+550
+1% +$6.97K 0.08% 240
2013
Q2 		$554K Buy
+40,831
New +$589K 0.08% 203

Concert Wealth Management's NPM Position: Q3 2016 in Review

Concert Wealth Management sold out of NUVEEN PREMIUM INCM MUNI FD II (NPM) in Q3 2016, closing a stake of 33,557 shares — an estimated $519K sold.

Concert Wealth Management first reported a position in NPM in Q2 2013 and held it in 13 quarters. The position peaked at $554K in Q2 2013. 0 funds tracked by Wall St. Rank hold NPM as of Q3 2016.

  • Concert Wealth Management reported no remaining NUVEEN PREMIUM INCM MUNI FD II position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 33,557 NUVEEN PREMIUM INCM MUNI FD II shares in Q3 2016, an estimated $519K.
  • Concert Wealth Management first reported a position in NUVEEN PREMIUM INCM MUNI FD II in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's NUVEEN PREMIUM INCM MUNI FD II position peaked at $554K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held NUVEEN PREMIUM INCM MUNI FD II as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.