Creative Planning’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Creative Planning’s Portfolio NPI Stock Details NPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-14,950	Closed	-$231K	–	4895
2016 Q2	$231K	Sell	14,950 -434	-3%	-$6.49K	﹤0.01%	1186
2016 Q1	$224K	Buy	15,384 +9,034	+142%	+$129K	﹤0.01%	1157
2015 Q4	$90K	Hold	6,350	–	–	﹤0.01%	1700
2015 Q3	$85K	Buy	+6,350	New	+$84.1K	﹤0.01%	1687
2015 Q2	–	Sell	-3,850	Closed	-$54K	–	3830
2015 Q1	$54K	Buy	3,850 +1,969	+105%	+$27.6K	﹤0.01%	1988
2014 Q4	$26K	Hold	1,881	–	–	﹤0.01%	2484
2014 Q3	$25K	Buy	+1,881	New	+$25.3K	﹤0.01%	2400

Other funds holding NPI

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Creative Planning's NPI Position: Q3 2016 in Review

Creative Planning sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q3 2016, closing a stake of 14,950 shares — an estimated $231K sold.

Creative Planning first reported a position in NPI in Q3 2014 and held it in 7 quarters. The position peaked at $231K in Q2 2016. 1 fund tracked by Wall St. Rank holds NPI as of Q3 2016.

Creative Planning reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 14,950 NUVEEN PREMIUN INC MUN FUND shares in Q3 2016, an estimated $231K.
Creative Planning first reported a position in NUVEEN PREMIUN INC MUN FUND in Q3 2014 and held it in 7 quarters.
Creative Planning's NUVEEN PREMIUN INC MUN FUND position peaked at $231K in Q2 2016.
1 fund tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.