Creative Planning’s Nuveen Missouri Quality Municipal Income Fund NOM Stock Holding History

Creative Planning’s Portfolio NOM Stock Details NOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$8K	–	3083
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	3760
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	3726
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	3698
2016 Q3	$8K	Hold	500	–	–	﹤0.01%	3655
2016 Q2	$8K	Hold	500	–	–	﹤0.01%	3391
2016 Q1	$8K	Hold	500	–	–	﹤0.01%	3335
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	3423
2015 Q3	$7K	Buy	+500	New	+$7.28K	﹤0.01%	3437
2015 Q2	–	Sell	-500	Closed	-$8K	–	2356
2015 Q1	$8K	Hold	500	–	–	﹤0.01%	3317
2014 Q4	$8K	Hold	500	–	–	﹤0.01%	3240
2014 Q3	$8K	Hold	500	–	–	﹤0.01%	3073
2014 Q2	$7K	Hold	500	–	–	﹤0.01%	3051
2014 Q1	$7K	Hold	500	–	–	﹤0.01%	2936
2013 Q4	$6K	Hold	500	–	–	﹤0.01%	2776
2013 Q3	$7K	Hold	500	–	–	﹤0.01%	2618
2013 Q2	$8K	Buy	+500	New	+$8.1K	﹤0.01%	2364

Other funds holding NOM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's NOM Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Missouri Quality Municipal Income Fund (NOM) in Q3 2017, closing a stake of 500 shares — an estimated $8K sold.

Creative Planning first reported a position in NOM in Q2 2013 and held it in 16 quarters. The position peaked at $8K in Q2 2017. 8 funds tracked by Wall St. Rank hold NOM as of Q3 2017.

Creative Planning reported no remaining Nuveen Missouri Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Nuveen Missouri Quality Municipal Income Fund shares in Q3 2017, an estimated $8K.
Creative Planning first reported a position in Nuveen Missouri Quality Municipal Income Fund in Q2 2013 and held it in 16 quarters.
Creative Planning's Nuveen Missouri Quality Municipal Income Fund position peaked at $8K in Q2 2017.
8 funds tracked by Wall St. Rank held Nuveen Missouri Quality Municipal Income Fund as of Q3 2017.

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