Creative Planning
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Creative Planning’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Creative Planning’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,520
Closed -$155K – 2981
2023
Q4 		$155K Buy
+10,520
New +$147K ﹤0.01% 2501
2023
Q2 		– Sell
-13,584
Closed -$194K – 2769
2023
Q1 		$194K Buy
13,584
+3
+0% +$43 ﹤0.01% 2136
2022
Q4 		$189K Buy
13,581
+2
+0% +$27 ﹤0.01% 2034
2022
Q3 		$177K Sell
13,579
-1,998
-13% -$27.8K ﹤0.01% 1943
2022
Q2 		$213K Buy
15,577
+2,292
+17% +$31.7K ﹤0.01% 1839
2022
Q1 		$192K Buy
13,285
+1
+0% +$15 ﹤0.01% 1900
2021
Q4 		$212K Buy
+13,284
New +$219K ﹤0.01% 1835
2017
Q3 		– Sell
-428
Closed -$6K – 3111
2017
Q2 		$6K Hold
428
– – ﹤0.01% 3914
2017
Q1 		$6K Hold
428
– – ﹤0.01% 3882
2016
Q4 		$6K Sell
428
-984
-70% -$14K ﹤0.01% 3864
2016
Q3 		$22K Buy
1,412
+437
+45% +$6.82K ﹤0.01% 3004
2016
Q2 		$15K Buy
975
+9
+0.9% +$136 ﹤0.01% 2982
2016
Q1 		$14K Buy
966
+6
+0.6% +$87 ﹤0.01% 3006
2015
Q4 		$14K Buy
+960
New +$13.3K ﹤0.01% 3075
2014
Q1 		– Sell
-700
Closed -$9K – 3716
2013
Q4 		$9K Buy
+700
New +$8.97K ﹤0.01% 2616
2013
Q3 		– Sell
-1,585
Closed -$21K – 3309
2013
Q2 		$21K Buy
+1,585
New +$22.6K ﹤0.01% 1904

Other funds holding NXP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Creative Planning's NXP Position: Q1 2024 in Review

Creative Planning sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q1 2024, closing a stake of 10,520 shares — an estimated $155K sold.

Creative Planning first reported a position in NXP in Q2 2013 and held it in 16 quarters. The position peaked at $213K in Q2 2022. 92 funds tracked by Wall St. Rank hold NXP as of Q1 2024.

  • Creative Planning reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 10,520 Nuveen Select Tax-Free Income Portfolio shares in Q1 2024, an estimated $155K.
  • Creative Planning first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Nuveen Select Tax-Free Income Portfolio position peaked at $213K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.