Creative Planning’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Creative Planning’s Portfolio NUO Stock Details NUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,665	Closed	-$100K	–	4630
2017 Q2	$100K	Buy	6,665 +4,465	+203%	+$67K	﹤0.01%	1999
2017 Q1	$33K	Hold	2,200	–	–	﹤0.01%	2781
2016 Q4	$32K	Buy	2,200 +800	+57%	+$12.1K	﹤0.01%	2755
2016 Q3	$23K	Hold	1,400	–	–	﹤0.01%	2983
2016 Q2	$24K	Hold	1,400	–	–	﹤0.01%	2681
2016 Q1	$22K	Hold	1,400	–	–	﹤0.01%	2707
2015 Q4	$21K	Hold	1,400	–	–	﹤0.01%	2834
2015 Q3	$20K	Buy	+1,400	New	+$20.2K	﹤0.01%	2747
2015 Q2	–	Sell	-3,500	Closed	-$53K	–	4142
2015 Q1	$53K	Buy	+3,500	New	+$54K	﹤0.01%	2003
2013 Q4	–	Sell	-3,363	Closed	-$47K	–	3705
2013 Q3	$47K	Buy	+3,363	New	+$47.9K	﹤0.01%	1556

Other funds holding NUO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's NUO Position: Q3 2017 in Review

Creative Planning sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2017, closing a stake of 6,665 shares — an estimated $100K sold.

Creative Planning first reported a position in NUO in Q3 2013 and held it in 10 quarters. The position peaked at $100K in Q2 2017. 32 funds tracked by Wall St. Rank hold NUO as of Q3 2017.

Creative Planning reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6,665 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2017, an estimated $100K.
Creative Planning first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q3 2013 and held it in 10 quarters.
Creative Planning's Nuveen Ohio Quality Municipal Income Fund position peaked at $100K in Q2 2017.
32 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.