Creative Planning
NPP

Creative Planning’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

Creative Planning’s Portfolio NPP Stock Details NPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,383
Closed -$56K – 4896
2016
Q2 		$56K Sell
3,383
-1,195
-26% -$19.4K ﹤0.01% 2069
2016
Q1 		$72K Buy
4,578
+803
+21% +$12.3K ﹤0.01% 1843
2015
Q4 		$56K Buy
3,775
+7
+0.2% +$102 ﹤0.01% 2036
2015
Q3 		$53K Buy
+3,768
New +$53K ﹤0.01% 2010
2015
Q2 		– Sell
-2,855
Closed -$42K – 3831
2015
Q1 		$42K Buy
2,855
+2,503
+711% +$37.3K ﹤0.01% 2150
2014
Q4 		$5K Sell
352
-840
-70% -$12.3K ﹤0.01% 3540
2014
Q3 		$17K Buy
1,192
+603
+102% +$8.69K ﹤0.01% 2652
2014
Q2 		$9K Buy
589
+5
+0.9% +$73 ﹤0.01% 2963
2014
Q1 		$8K Sell
584
-996
-63% -$14.1K ﹤0.01% 2887
2013
Q4 		$21K Buy
1,580
+1,257
+389% +$16.6K ﹤0.01% 2168
2013
Q3 		$4K Sell
323
-994
-75% -$13.3K ﹤0.01% 2840
2013
Q2 		$19K Buy
+1,317
New +$20.3K ﹤0.01% 1977

Creative Planning's NPP Position: Q3 2016 in Review

Creative Planning sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q3 2016, closing a stake of 3,383 shares — an estimated $56K sold.

Creative Planning first reported a position in NPP in Q2 2013 and held it in 12 quarters. The position peaked at $72K in Q1 2016. 0 funds tracked by Wall St. Rank hold NPP as of Q3 2016.

  • Creative Planning reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 3,383 NUVEEN PERFORMANCE+MUN FUND shares in Q3 2016, an estimated $56K.
  • Creative Planning first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 12 quarters.
  • Creative Planning's NUVEEN PERFORMANCE+MUN FUND position peaked at $72K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q3 2016.

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