CAG
NPY

Crestwood Advisors Group’s NUVEEN (PA)PREM INCM MUNI FD-2 NPY Stock Holding History

Crestwood Advisors Group’s Portfolio NPY Stock Details NPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,781
Closed -$132K – 129
2013
Q3 		$132K Sell
10,781
-2,500
-19% -$30.7K 0.02% 124
2013
Q2 		$176K Buy
+13,281
New +$187K 0.03% 125

Other funds holding NPY

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Crestwood Advisors Group's NPY Position: Q4 2013 in Review

Crestwood Advisors Group sold out of NUVEEN (PA)PREM INCM MUNI FD-2 (NPY) in Q4 2013, closing a stake of 10,781 shares — an estimated $132K sold.

Crestwood Advisors Group first reported a position in NPY in Q2 2013 and held it in 2 quarters. The position peaked at $176K in Q2 2013. 32 funds tracked by Wall St. Rank hold NPY as of Q4 2013.

  • Crestwood Advisors Group reported no remaining NUVEEN (PA)PREM INCM MUNI FD-2 position as of Q4 2013 after selling out during the quarter.
  • Crestwood Advisors Group sold 10,781 NUVEEN (PA)PREM INCM MUNI FD-2 shares in Q4 2013, an estimated $132K.
  • Crestwood Advisors Group first reported a position in NUVEEN (PA)PREM INCM MUNI FD-2 in Q2 2013 and held it in 2 quarters.
  • Crestwood Advisors Group's NUVEEN (PA)PREM INCM MUNI FD-2 position peaked at $176K in Q2 2013.
  • 32 funds tracked by Wall St. Rank held NUVEEN (PA)PREM INCM MUNI FD-2 as of Q4 2013.

Based on Crestwood Advisors Group's 13F filing for Q4 2013, filed 13 Feb 2014.