Creative Planning
NMY

Creative Planning’s Nuveen Maryland Quality Municipal Income Fund NMY Stock Holding History

Creative Planning’s Portfolio NMY Stock Details NMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-700
Closed -$9K – 4625
2015
Q4 		$9K Buy
+700
New +$8.72K ﹤0.01% 3383

Other funds holding NMY

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Creative Planning's NMY Position: Q1 2016 in Review

Creative Planning sold out of Nuveen Maryland Quality Municipal Income Fund (NMY) in Q1 2016, closing a stake of 700 shares — an estimated $9K sold.

Creative Planning first reported a position in NMY in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 36 funds tracked by Wall St. Rank hold NMY as of Q1 2016.

  • Creative Planning reported no remaining Nuveen Maryland Quality Municipal Income Fund position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 700 Nuveen Maryland Quality Municipal Income Fund shares in Q1 2016, an estimated $9K.
  • Creative Planning first reported a position in Nuveen Maryland Quality Municipal Income Fund in Q4 2015 and held it in 1 quarter.
  • Creative Planning's Nuveen Maryland Quality Municipal Income Fund position peaked at $9K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Nuveen Maryland Quality Municipal Income Fund as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.