EP Wealth Advisors’s NUVEEN PREMIUM INCM MUNI FD II NPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-34,996
Closed -$542K 149
2016
Q2
$542K Buy
34,996
+2,150
+7% +$33.3K 0.09% 76
2016
Q1
$483K Buy
+32,846
New +$483K 0.07% 82