Creative Planning’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History

Creative Planning’s Portfolio NQJ Stock Details NQJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-2,459	Closed	-$33K	–	4581
2014 Q3	$33K	Sell	2,459 -16,000	-87%	-$215K	﹤0.01%	2202
2014 Q2	$253K	Buy	18,459 +10,000	+118%	+$136K	﹤0.01%	923
2014 Q1	$112K	Buy	8,459 +6,000	+244%	+$78.6K	﹤0.01%	1342
2013 Q4	$32K	Hold	2,459	–	–	﹤0.01%	1918
2013 Q3	$32K	Hold	2,459	–	–	﹤0.01%	1816
2013 Q2	$34K	Buy	+2,459	New	+$36K	﹤0.01%	1611

Creative Planning's NQJ Position: Q4 2014 in Review

Creative Planning sold out of NUVEEN NJ INVT QUALITY MUNI FD (NQJ) in Q4 2014, closing a stake of 2,459 shares — an estimated $33K sold.

Creative Planning first reported a position in NQJ in Q2 2013 and held it in 6 quarters. The position peaked at $253K in Q2 2014. 0 funds tracked by Wall St. Rank hold NQJ as of Q4 2014.

Creative Planning reported no remaining NUVEEN NJ INVT QUALITY MUNI FD position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 2,459 NUVEEN NJ INVT QUALITY MUNI FD shares in Q4 2014, an estimated $33K.
Creative Planning first reported a position in NUVEEN NJ INVT QUALITY MUNI FD in Q2 2013 and held it in 6 quarters.
Creative Planning's NUVEEN NJ INVT QUALITY MUNI FD position peaked at $253K in Q2 2014.
0 funds tracked by Wall St. Rank held NUVEEN NJ INVT QUALITY MUNI FD as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.