Creative Planning’s NUVEEN DIV ADV MUNI FD-2 NXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,369
| Closed | -$65K | – | 4732 |
|
|
2016
Q1 | $65K | Buy |
4,369
+1,518
| +53% | +$22.1K | ﹤0.01% | 1915 |
|
|
2015
Q4 | $40K | Hold |
2,851
| – | – | ﹤0.01% | 2307 |
|
|
2015
Q3 | $39K | Buy |
+2,851
| New | +$38.4K | ﹤0.01% | 2235 |
|
|
2015
Q2 | – | Sell |
-2,851
| Closed | -$40K | – | 3899 |
|
|
2015
Q1 | $40K | Hold |
2,851
| – | – | ﹤0.01% | 2188 |
|
|
2014
Q4 | $40K | Sell |
2,851
-205
| -7% | -$2.88K | ﹤0.01% | 2163 |
|
|
2014
Q3 | $43K | Hold |
3,056
| – | – | ﹤0.01% | 2029 |
|
|
2014
Q2 | $42K | Hold |
3,056
| – | – | ﹤0.01% | 1993 |
|
|
2014
Q1 | $41K | Hold |
3,056
| – | – | ﹤0.01% | 1938 |
|
|
2013
Q4 | $39K | Hold |
3,056
| – | – | ﹤0.01% | 1770 |
|
|
2013
Q3 | $40K | Buy |
3,056
+1
| +0% | +$13 | ﹤0.01% | 1657 |
|
|
2013
Q2 | $43K | Buy |
+3,055
| New | +$45.2K | ﹤0.01% | 1465 |
|
Creative Planning's NXZ Position: Q2 2016 in Review
Creative Planning sold out of NUVEEN DIV ADV MUNI FD-2 (NXZ) in Q2 2016, closing a stake of 4,369 shares — an estimated $65K sold.
Creative Planning first reported a position in NXZ in Q2 2013 and held it in 11 quarters. The position peaked at $65K in Q1 2016. 0 funds tracked by Wall St. Rank hold NXZ as of Q2 2016.
- Creative Planning reported no remaining NUVEEN DIV ADV MUNI FD-2 position as of Q2 2016 after selling out during the quarter.
- Creative Planning sold 4,369 NUVEEN DIV ADV MUNI FD-2 shares in Q2 2016, an estimated $65K.
- Creative Planning first reported a position in NUVEEN DIV ADV MUNI FD-2 in Q2 2013 and held it in 11 quarters.
- Creative Planning's NUVEEN DIV ADV MUNI FD-2 position peaked at $65K in Q1 2016.
- 0 funds tracked by Wall St. Rank held NUVEEN DIV ADV MUNI FD-2 as of Q2 2016.
Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.