Creative Planning’s Nuveen Municipal Income NMI Stock Holding History

Creative Planning’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,455	Closed	-$17K	–	3074
2017 Q2	$17K	Hold	1,455	–	–	﹤0.01%	3278
2017 Q1	$18K	Hold	1,455	–	–	﹤0.01%	3195
2016 Q4	$16K	Hold	1,455	–	–	﹤0.01%	3226
2016 Q3	$19K	Buy	1,455 +500	+52%	+$6.32K	﹤0.01%	3096
2016 Q2	$13K	Hold	955	–	–	﹤0.01%	3081
2016 Q1	$12K	Buy	+955	New	+$11.8K	﹤0.01%	3113
2015 Q1	–	Sell	-800	Closed	-$10K	–	4342
2014 Q4	$10K	Buy	+800	New	+$9.12K	﹤0.01%	3124

Other funds holding NMI

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Yellowstone Partners Idaho Falls, Idaho $177M AUM

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Creative Planning's NMI Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Municipal Income (NMI) in Q3 2017, closing a stake of 1,455 shares — an estimated $17K sold.

Creative Planning first reported a position in NMI in Q4 2014 and held it in 7 quarters. The position peaked at $19K in Q3 2016. 21 funds tracked by Wall St. Rank hold NMI as of Q3 2017.

Creative Planning reported no remaining Nuveen Municipal Income position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,455 Nuveen Municipal Income shares in Q3 2017, an estimated $17K.
Creative Planning first reported a position in Nuveen Municipal Income in Q4 2014 and held it in 7 quarters.
Creative Planning's Nuveen Municipal Income position peaked at $19K in Q3 2016.
21 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2017.

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