Creative Planning
NQM

Creative Planning’s NUVEEN INVESTMENT QLTY MUNI FD NQM Stock Holding History

Creative Planning’s Portfolio NQM Stock Details NQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-26,631
Closed -$445K – 4893
2016
Q2 		$445K Buy
26,631
+4,586
+21% +$74.6K ﹤0.01% 838
2016
Q1 		$353K Buy
22,045
+1,945
+10% +$30.6K ﹤0.01% 904
2015
Q4 		$310K Hold
20,100
– – ﹤0.01% 976
2015
Q3 		$298K Sell
20,100
-3,000
-13% -$44.2K ﹤0.01% 976
2015
Q2 		$335K Sell
23,100
-400
-2% -$6.12K ﹤0.01% 769
2015
Q1 		$368K Buy
23,500
+6,400
+37% +$99.4K ﹤0.01% 882
2014
Q4 		$260K Buy
17,100
+15,300
+850% +$228K ﹤0.01% 1001
2014
Q3 		$27K Buy
+1,800
New +$26.4K ﹤0.01% 2345
2013
Q4 		– Sell
-25,445
Closed -$351K – 3591
2013
Q3 		$351K Buy
25,445
+19,160
+305% +$258K 0.01% 539
2013
Q2 		$90K Buy
+6,285
New +$97.4K ﹤0.01% 1045

Creative Planning's NQM Position: Q3 2016 in Review

Creative Planning sold out of NUVEEN INVESTMENT QLTY MUNI FD (NQM) in Q3 2016, closing a stake of 26,631 shares — an estimated $445K sold.

Creative Planning first reported a position in NQM in Q2 2013 and held it in 10 quarters. The position peaked at $445K in Q2 2016. 0 funds tracked by Wall St. Rank hold NQM as of Q3 2016.

  • Creative Planning reported no remaining NUVEEN INVESTMENT QLTY MUNI FD position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 26,631 NUVEEN INVESTMENT QLTY MUNI FD shares in Q3 2016, an estimated $445K.
  • Creative Planning first reported a position in NUVEEN INVESTMENT QLTY MUNI FD in Q2 2013 and held it in 10 quarters.
  • Creative Planning's NUVEEN INVESTMENT QLTY MUNI FD position peaked at $445K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN INVESTMENT QLTY MUNI FD as of Q3 2016.

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