Creative Planning’s NUVEEN N.Y. DIV ADV MUNI FD NXK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,346
Closed -$18K 4050
2015
Q1
$18K Hold
1,346
﹤0.01% 2824
2014
Q4
$18K Buy
+1,346
New +$17.7K ﹤0.01% 2753

Creative Planning's NXK Position: Q2 2015 in Review

Creative Planning sold out of NUVEEN N.Y. DIV ADV MUNI FD (NXK) in Q2 2015, closing a stake of 1,346 shares — an estimated $18K sold.

Creative Planning first reported a position in NXK in Q4 2014 and held it in 2 quarters. The position peaked at $18K in Q1 2015. 0 funds tracked by Wall St. Rank hold NXK as of Q2 2015.

  • Creative Planning reported no remaining NUVEEN N.Y. DIV ADV MUNI FD position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 1,346 NUVEEN N.Y. DIV ADV MUNI FD shares in Q2 2015, an estimated $18K.
  • Creative Planning first reported a position in NUVEEN N.Y. DIV ADV MUNI FD in Q4 2014 and held it in 2 quarters.
  • Creative Planning's NUVEEN N.Y. DIV ADV MUNI FD position peaked at $18K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held NUVEEN N.Y. DIV ADV MUNI FD as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.