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

Concert Wealth Management’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
2014 Q3	–	Sell	-10,580	Closed	-$147K	–	575
2014 Q2	$147K	Hold	10,580	–	–	0.02%	540
2014 Q1	$144K	Sell	10,580 -2,500	-19%	-$33.5K	0.02%	535
2013 Q4	$168K	Sell	13,080 -12,977	-50%	-$166K	0.02%	504
2013 Q3	$341K	Buy	26,057 +500	+2%	+$6.46K	0.05%	336
2013 Q2	$342K	Buy	+25,557	New	+$365K	0.05%	307

Other funds holding NXP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Concert Wealth Management's NXP Position: Q3 2014 in Review

Concert Wealth Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2014, closing a stake of 10,580 shares — an estimated $147K sold.

Concert Wealth Management first reported a position in NXP in Q2 2013 and held it in 5 quarters. The position peaked at $342K in Q2 2013. 37 funds tracked by Wall St. Rank hold NXP as of Q3 2014.

Concert Wealth Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2014 after selling out during the quarter.
Concert Wealth Management sold 10,580 Nuveen Select Tax-Free Income Portfolio shares in Q3 2014, an estimated $147K.
Concert Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2013 and held it in 5 quarters.
Concert Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $342K in Q2 2013.
37 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2014.

Based on Concert Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.