Creative Planning’s NUVEEN ELECT TAX-FREE INC 2 NXQ Stock Holding History

Creative Planning’s Portfolio NXQ Stock Details NXQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-375	Closed	-$5K	–	4072
2017 Q2	$5K	Hold	375	–	–	﹤0.01%	4027
2017 Q1	$5K	Hold	375	–	–	﹤0.01%	3994
2016 Q4	$5K	Hold	375	–	–	﹤0.01%	3997
2016 Q3	$5K	Buy	+375	New	+$5.54K	﹤0.01%	3919
2013 Q3	–	Sell	-334	Closed	-$4K	–	3400
2013 Q2	$4K	Buy	+334	New	+$4.61K	﹤0.01%	2642

Other funds holding NXQ

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Creative Planning's NXQ Position: Q3 2017 in Review

Creative Planning sold out of NUVEEN ELECT TAX-FREE INC 2 (NXQ) in Q3 2017, closing a stake of 375 shares — an estimated $5K sold.

Creative Planning first reported a position in NXQ in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 41 funds tracked by Wall St. Rank hold NXQ as of Q3 2017.

Creative Planning reported no remaining NUVEEN ELECT TAX-FREE INC 2 position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 375 NUVEEN ELECT TAX-FREE INC 2 shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in NUVEEN ELECT TAX-FREE INC 2 in Q2 2013 and held it in 5 quarters.
Creative Planning's NUVEEN ELECT TAX-FREE INC 2 position peaked at $5K in Q2 2017.
41 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 2 as of Q3 2017.

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