Creative Planning’s NUVEEN QUALITY INCOME MUNI FD NQU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-7,792
Closed -$115K 4730
2016
Q1
$115K Buy
7,792
+4,184
+116% +$60.6K ﹤0.01% 1546
2015
Q4
$51K Buy
3,608
+3,082
+586% +$42.3K ﹤0.01% 2114
2015
Q3
$7K Buy
+526
New +$7.08K ﹤0.01% 3476
2015
Q2
Sell
-627
Closed -$9K 3898
2015
Q1
$9K Buy
627
+526
+521% +$7.43K ﹤0.01% 3287
2014
Q4
$1K Sell
101
-200
-66% -$2.77K ﹤0.01% 4076
2014
Q3
$4K Buy
+301
New +$4.17K ﹤0.01% 3451
2014
Q1
Sell
-1,179
Closed -$14K 3877
2013
Q4
$14K Sell
1,179
-2,371
-67% -$29.1K ﹤0.01% 2403
2013
Q3
$45K Sell
3,550
-1,950
-35% -$24.5K ﹤0.01% 1581
2013
Q2
$74K Buy
+5,500
New +$80.1K ﹤0.01% 1158

Creative Planning's NQU Position: Q2 2016 in Review

Creative Planning sold out of NUVEEN QUALITY INCOME MUNI FD (NQU) in Q2 2016, closing a stake of 7,792 shares — an estimated $115K sold.

Creative Planning first reported a position in NQU in Q2 2013 and held it in 9 quarters. The position peaked at $115K in Q1 2016. 0 funds tracked by Wall St. Rank hold NQU as of Q2 2016.

  • Creative Planning reported no remaining NUVEEN QUALITY INCOME MUNI FD position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 7,792 NUVEEN QUALITY INCOME MUNI FD shares in Q2 2016, an estimated $115K.
  • Creative Planning first reported a position in NUVEEN QUALITY INCOME MUNI FD in Q2 2013 and held it in 9 quarters.
  • Creative Planning's NUVEEN QUALITY INCOME MUNI FD position peaked at $115K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN QUALITY INCOME MUNI FD as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.