Creative Planning
NKG

Creative Planning’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

Creative Planning’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,956
Closed -$103K – 3959
2017
Q2 		$103K Sell
7,956
-274
-3% -$3.59K ﹤0.01% 1979
2017
Q1 		$107K Buy
8,230
+5,170
+169% +$66.3K ﹤0.01% 1913
2016
Q4 		$39K Buy
3,060
+46
+2% +$611 ﹤0.01% 2592
2016
Q3 		$42K Buy
3,014
+34
+1% +$490 ﹤0.01% 2509
2016
Q2 		$44K Buy
2,980
+33
+1% +$471 ﹤0.01% 2232
2016
Q1 		$41K Buy
2,947
+22
+0.8% +$303 ﹤0.01% 2239
2015
Q4 		$39K Buy
2,925
+48
+2% +$628 ﹤0.01% 2327
2015
Q3 		$37K Buy
+2,877
New +$36.8K ﹤0.01% 2282
2015
Q2 		– Sell
-2,807
Closed -$36K – 3253
2015
Q1 		$36K Buy
2,807
+23
+0.8% +$297 ﹤0.01% 2257
2014
Q4 		$35K Buy
2,784
+47
+2% +$593 ﹤0.01% 2250
2014
Q3 		$35K Buy
2,737
+34
+1% +$429 ﹤0.01% 2169
2014
Q2 		$35K Buy
2,703
+34
+1% +$431 ﹤0.01% 2128
2014
Q1 		$33K Buy
2,669
+23
+0.9% +$280 ﹤0.01% 2082
2013
Q4 		$31K Buy
2,646
+47
+2% +$553 ﹤0.01% 1940
2013
Q3 		$31K Buy
2,599
+35
+1% +$418 ﹤0.01% 1835
2013
Q2 		$33K Buy
+2,564
New +$35.2K ﹤0.01% 1627

Other funds holding NKG

GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's NKG Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q3 2017, closing a stake of 7,956 shares — an estimated $103K sold.

Creative Planning first reported a position in NKG in Q2 2013 and held it in 16 quarters. The position peaked at $107K in Q1 2017. 15 funds tracked by Wall St. Rank hold NKG as of Q3 2017.

  • Creative Planning reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 7,956 Nuveen Georgia Quality Municipal Income Fund shares in Q3 2017, an estimated $103K.
  • Creative Planning first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Nuveen Georgia Quality Municipal Income Fund position peaked at $107K in Q1 2017.
  • 15 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.