Creative Planning
NTC

Creative Planning’s Nuveen Connecticut Quality Municipal Income Fund NTC Stock Holding History

Creative Planning’s Portfolio NTC Stock Details NTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-41
Closed -$1K – 5035
2016
Q4 		$1K Buy
+41
New +$527 ﹤0.01% 4546
2014
Q1 		– Sell
-681
Closed -$8K – 3826
2013
Q4 		$8K Buy
+681
New +$7.97K ﹤0.01% 2681

Other funds holding NTC

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Creative Planning's NTC Position: Q1 2017 in Review

Creative Planning sold out of Nuveen Connecticut Quality Municipal Income Fund (NTC) in Q1 2017, closing a stake of 41 shares — an estimated $1K sold.

Creative Planning first reported a position in NTC in Q4 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 35 funds tracked by Wall St. Rank hold NTC as of Q1 2017.

  • Creative Planning reported no remaining Nuveen Connecticut Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 41 Nuveen Connecticut Quality Municipal Income Fund shares in Q1 2017, an estimated $1K.
  • Creative Planning first reported a position in Nuveen Connecticut Quality Municipal Income Fund in Q4 2013 and held it in 2 quarters.
  • Creative Planning's Nuveen Connecticut Quality Municipal Income Fund position peaked at $8K in Q4 2013.
  • 35 funds tracked by Wall St. Rank held Nuveen Connecticut Quality Municipal Income Fund as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.