Creative Planning’s NUVEEN SELECT QUALITY MUNI FD NQS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,951
| Closed | -$30K | – | 4982 |
|
|
2016
Q2 | $30K | Sell |
1,951
-1,856
| -49% | -$28.1K | ﹤0.01% | 2510 |
|
|
2016
Q1 | $56K | Buy |
3,807
+2,400
| +171% | +$34.4K | ﹤0.01% | 2024 |
|
|
2015
Q4 | $20K | Hold |
1,407
| – | – | ﹤0.01% | 2872 |
|
|
2015
Q3 | $19K | Buy |
+1,407
| New | +$18.8K | ﹤0.01% | 2785 |
|
|
2015
Q2 | – | Sell |
-1,407
| Closed | -$20K | – | 4253 |
|
|
2015
Q1 | $20K | Sell |
1,407
-500
| -26% | -$7.07K | ﹤0.01% | 2744 |
|
|
2014
Q4 | $27K | Buy |
1,907
+507
| +36% | +$7.02K | ﹤0.01% | 2458 |
|
|
2014
Q3 | $19K | Sell |
1,400
-11,905
| -89% | -$162K | ﹤0.01% | 2592 |
|
|
2014
Q2 | $184K | Buy |
13,305
+200
| +2% | +$2.72K | ﹤0.01% | 1079 |
|
|
2014
Q1 | $174K | Buy |
13,105
+1,200
| +10% | +$15.8K | ﹤0.01% | 1070 |
|
|
2013
Q4 | $148K | Sell |
11,905
-679
| -5% | -$8.37K | ﹤0.01% | 997 |
|
|
2013
Q3 | $160K | Hold |
12,584
| – | – | ﹤0.01% | 862 |
|
|
2013
Q2 | $171K | Buy |
+12,584
| New | +$181K | ﹤0.01% | 740 |
|
Creative Planning's NQS Position: Q3 2016 in Review
Creative Planning sold out of NUVEEN SELECT QUALITY MUNI FD (NQS) in Q3 2016, closing a stake of 1,951 shares — an estimated $30K sold.
Creative Planning first reported a position in NQS in Q2 2013 and held it in 12 quarters. The position peaked at $184K in Q2 2014. 0 funds tracked by Wall St. Rank hold NQS as of Q3 2016.
- Creative Planning reported no remaining NUVEEN SELECT QUALITY MUNI FD position as of Q3 2016 after selling out during the quarter.
- Creative Planning sold 1,951 NUVEEN SELECT QUALITY MUNI FD shares in Q3 2016, an estimated $30K.
- Creative Planning first reported a position in NUVEEN SELECT QUALITY MUNI FD in Q2 2013 and held it in 12 quarters.
- Creative Planning's NUVEEN SELECT QUALITY MUNI FD position peaked at $184K in Q2 2014.
- 0 funds tracked by Wall St. Rank held NUVEEN SELECT QUALITY MUNI FD as of Q3 2016.
Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.