Creative Planning
NPM

Creative Planning’s NUVEEN PREMIUM INCM MUNI FD II NPM Stock Holding History

Creative Planning’s Portfolio NPM Stock Details NPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-16,160
Closed -$250K – 4894
2016
Q2 		$250K Sell
16,160
-3,154
-16% -$47.6K ﹤0.01% 1147
2016
Q1 		$284K Buy
19,314
+11,852
+159% +$172K ﹤0.01% 1023
2015
Q4 		$108K Sell
7,462
-7,125
-49% -$98.8K ﹤0.01% 1588
2015
Q3 		$199K Sell
14,587
-17,988
-55% -$242K ﹤0.01% 1200
2015
Q2 		$433K Sell
32,575
-2,193
-6% -$30.1K ﹤0.01% 709
2015
Q1 		$493K Buy
34,768
+3,526
+11% +$50.1K ﹤0.01% 741
2014
Q4 		$442K Buy
31,242
+105
+0.3% +$1.46K ﹤0.01% 753
2014
Q3 		$428K Sell
31,137
-1,883
-6% -$25.7K 0.01% 721
2014
Q2 		$457K Buy
33,020
+4,975
+18% +$68.1K 0.01% 680
2014
Q1 		$376K Buy
28,045
+21,945
+360% +$291K 0.01% 736
2013
Q4 		$77K Buy
6,100
+2,300
+61% +$28.9K ﹤0.01% 1348
2013
Q3 		$50K Buy
+3,800
New +$48.2K ﹤0.01% 1509

Creative Planning's NPM Position: Q3 2016 in Review

Creative Planning sold out of NUVEEN PREMIUM INCM MUNI FD II (NPM) in Q3 2016, closing a stake of 16,160 shares — an estimated $250K sold.

Creative Planning first reported a position in NPM in Q3 2013 and held it in 12 quarters. The position peaked at $493K in Q1 2015. 0 funds tracked by Wall St. Rank hold NPM as of Q3 2016.

  • Creative Planning reported no remaining NUVEEN PREMIUM INCM MUNI FD II position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 16,160 NUVEEN PREMIUM INCM MUNI FD II shares in Q3 2016, an estimated $250K.
  • Creative Planning first reported a position in NUVEEN PREMIUM INCM MUNI FD II in Q3 2013 and held it in 12 quarters.
  • Creative Planning's NUVEEN PREMIUM INCM MUNI FD II position peaked at $493K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held NUVEEN PREMIUM INCM MUNI FD II as of Q3 2016.

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