Creative Planning’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Creative Planning’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-13,682	Closed	-$136K	–	2089
2017 Q4	$136K	Buy	+13,682	New	+$139K	﹤0.01%	1687
2017 Q3	–	Sell	-734	Closed	-$7K	–	3069
2017 Q2	$7K	Hold	734	–	–	﹤0.01%	3833
2017 Q1	$7K	Sell	734 -8,275	-92%	-$81.7K	﹤0.01%	3804
2016 Q4	$88K	Buy	9,009 +5,356	+147%	+$54K	﹤0.01%	1957
2016 Q3	$39K	Buy	+3,653	New	+$39.4K	﹤0.01%	2558
2014 Q1	–	Sell	-5,000	Closed	-$48K	–	3712
2013 Q4	$48K	Buy	+5,000	New	+$48.3K	﹤0.01%	1632

Other funds holding NIM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning's NIM Position: Q1 2018 in Review

Creative Planning sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2018, closing a stake of 13,682 shares — an estimated $136K sold.

Creative Planning first reported a position in NIM in Q4 2013 and held it in 6 quarters. The position peaked at $136K in Q4 2017. 39 funds tracked by Wall St. Rank hold NIM as of Q1 2018.

Creative Planning reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 13,682 Nuveen Select Maturities Municipal Fund shares in Q1 2018, an estimated $136K.
Creative Planning first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2013 and held it in 6 quarters.
Creative Planning's Nuveen Select Maturities Municipal Fund position peaked at $136K in Q4 2017.
39 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.