Creative Planning’s NUVEEN NY PERF PLUS MUNI FD NNP Stock Holding History

Creative Planning’s Portfolio NNP Stock Details NNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-2,208	Closed	-$33K	–	4051
2015 Q1	$33K	Hold	2,208	–	–	﹤0.01%	2317
2014 Q4	$32K	Hold	2,208	–	–	﹤0.01%	2315
2014 Q3	$31K	Sell	2,208 -52	-2%	-$731	﹤0.01%	2240
2014 Q2	$33K	Buy	2,260 +52	+2%	+$742	﹤0.01%	2168
2014 Q1	$31K	Hold	2,208	–	–	﹤0.01%	2130
2013 Q4	$29K	Hold	2,208	–	–	﹤0.01%	1982
2013 Q3	$30K	Hold	2,208	–	–	﹤0.01%	1860
2013 Q2	$32K	Buy	+2,208	New	+$35.3K	﹤0.01%	1652

Creative Planning's NNP Position: Q2 2015 in Review

Creative Planning sold out of NUVEEN NY PERF PLUS MUNI FD (NNP) in Q2 2015, closing a stake of 2,208 shares — an estimated $33K sold.

Creative Planning first reported a position in NNP in Q2 2013 and held it in 8 quarters. The position peaked at $33K in Q1 2015. 0 funds tracked by Wall St. Rank hold NNP as of Q2 2015.

Creative Planning reported no remaining NUVEEN NY PERF PLUS MUNI FD position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 2,208 NUVEEN NY PERF PLUS MUNI FD shares in Q2 2015, an estimated $33K.
Creative Planning first reported a position in NUVEEN NY PERF PLUS MUNI FD in Q2 2013 and held it in 8 quarters.
Creative Planning's NUVEEN NY PERF PLUS MUNI FD position peaked at $33K in Q1 2015.
0 funds tracked by Wall St. Rank held NUVEEN NY PERF PLUS MUNI FD as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.