Creative Planning
NVX

Creative Planning’s Nuveen Calif Div Muni NVX Stock Holding History

Creative Planning’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,000
Closed -$84K – 4273
2014
Q2 		$84K Buy
6,000
+3,700
+161% +$51.7K ﹤0.01% 1553
2014
Q1 		$31K Sell
2,300
-6,000
-72% -$80.2K ﹤0.01% 2129
2013
Q4 		$105K Buy
+8,300
New +$106K ﹤0.01% 1172

Other funds holding NVX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Creative Planning's NVX Position: Q3 2014 in Review

Creative Planning sold out of Nuveen Calif Div Muni (NVX) in Q3 2014, closing a stake of 6,000 shares — an estimated $84K sold.

Creative Planning first reported a position in NVX in Q4 2013 and held it in 3 quarters. The position peaked at $105K in Q4 2013. 23 funds tracked by Wall St. Rank hold NVX as of Q3 2014.

  • Creative Planning reported no remaining Nuveen Calif Div Muni position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 6,000 Nuveen Calif Div Muni shares in Q3 2014, an estimated $84K.
  • Creative Planning first reported a position in Nuveen Calif Div Muni in Q4 2013 and held it in 3 quarters.
  • Creative Planning's Nuveen Calif Div Muni position peaked at $105K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held Nuveen Calif Div Muni as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.