Creative Planning’s NUVEEN ELECT TAX-FREE INC 3 NXR Stock Holding History

Creative Planning’s Portfolio NXR Stock Details NXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-13,500	Closed	-$196K	–	4617
2015 Q4	$196K	Hold	13,500	–	–	﹤0.01%	1210
2015 Q3	$185K	Hold	13,500	–	–	﹤0.01%	1233
2015 Q2	$185K	Hold	13,500	–	–	﹤0.01%	888
2015 Q1	$200K	Buy	13,500 +3,500	+35%	+$51K	﹤0.01%	1190
2014 Q4	$142K	Hold	10,000	–	–	﹤0.01%	1343
2014 Q3	$139K	Buy	+10,000	New	+$138K	﹤0.01%	1267

Other funds holding NXR

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

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

TIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning's NXR Position: Q1 2016 in Review

Creative Planning sold out of NUVEEN ELECT TAX-FREE INC 3 (NXR) in Q1 2016, closing a stake of 13,500 shares — an estimated $196K sold.

Creative Planning first reported a position in NXR in Q3 2014 and held it in 6 quarters. The position peaked at $200K in Q1 2015. 30 funds tracked by Wall St. Rank hold NXR as of Q1 2016.

Creative Planning reported no remaining NUVEEN ELECT TAX-FREE INC 3 position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 13,500 NUVEEN ELECT TAX-FREE INC 3 shares in Q1 2016, an estimated $196K.
Creative Planning first reported a position in NUVEEN ELECT TAX-FREE INC 3 in Q3 2014 and held it in 6 quarters.
Creative Planning's NUVEEN ELECT TAX-FREE INC 3 position peaked at $200K in Q1 2015.
30 funds tracked by Wall St. Rank held NUVEEN ELECT TAX-FREE INC 3 as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.