Creative Planning
NMT icon

Creative Planning’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Creative Planning’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$6K – 3907
2014
Q1 		$6K Buy
+500
New +$6.32K ﹤0.01% 3003

Other funds holding NMT

DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's NMT Position: Q2 2014 in Review

Creative Planning sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2014, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in NMT in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 19 funds tracked by Wall St. Rank hold NMT as of Q2 2014.

  • Creative Planning reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 500 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2014, an estimated $6K.
  • Creative Planning first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2014 and held it in 1 quarter.
  • Creative Planning's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $6K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.