Creative Planning’s NUVEEN MUNI ADVANTAGE FUND NMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,979
| Closed | -$100K | – | 4734 |
|
|
2016
Q1 | $100K | Buy |
6,979
+3,756
| +117% | +$52.9K | ﹤0.01% | 1638 |
|
|
2015
Q4 | $45K | Hold |
3,223
| – | – | ﹤0.01% | 2201 |
|
|
2015
Q3 | $43K | Buy |
+3,223
| New | +$42.5K | ﹤0.01% | 2148 |
|
|
2015
Q2 | – | Sell |
-3,223
| Closed | -$44K | – | 3900 |
|
|
2015
Q1 | $44K | Hold |
3,223
| – | – | ﹤0.01% | 2108 |
|
|
2014
Q4 | $44K | Sell |
3,223
-4,371
| -58% | -$59.6K | ﹤0.01% | 2099 |
|
|
2014
Q3 | $102K | Hold |
7,594
| – | – | ﹤0.01% | 1466 |
|
|
2014
Q2 | $102K | Hold |
7,594
| – | – | ﹤0.01% | 1417 |
|
|
2014
Q1 | $99K | Buy |
7,594
+3,223
| +74% | +$41.3K | ﹤0.01% | 1406 |
|
|
2013
Q4 | $53K | Sell |
4,371
-5
| -0.1% | -$61 | ﹤0.01% | 1576 |
|
|
2013
Q3 | $55K | Sell |
4,376
-662
| -13% | -$8.24K | ﹤0.01% | 1457 |
|
|
2013
Q2 | $68K | Buy |
+5,038
| New | +$72.2K | ﹤0.01% | 1207 |
|
Creative Planning's NMA Position: Q2 2016 in Review
Creative Planning sold out of NUVEEN MUNI ADVANTAGE FUND (NMA) in Q2 2016, closing a stake of 6,979 shares — an estimated $100K sold.
Creative Planning first reported a position in NMA in Q2 2013 and held it in 11 quarters. The position peaked at $102K in Q3 2014. 0 funds tracked by Wall St. Rank hold NMA as of Q2 2016.
- Creative Planning reported no remaining NUVEEN MUNI ADVANTAGE FUND position as of Q2 2016 after selling out during the quarter.
- Creative Planning sold 6,979 NUVEEN MUNI ADVANTAGE FUND shares in Q2 2016, an estimated $100K.
- Creative Planning first reported a position in NUVEEN MUNI ADVANTAGE FUND in Q2 2013 and held it in 11 quarters.
- Creative Planning's NUVEEN MUNI ADVANTAGE FUND position peaked at $102K in Q3 2014.
- 0 funds tracked by Wall St. Rank held NUVEEN MUNI ADVANTAGE FUND as of Q2 2016.
Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.