EWA
NPM

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

EP Wealth Advisors’s Portfolio NPM Stock Details NPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-34,996
Closed -$542K – 149
2016
Q2 		$542K Buy
34,996
+2,150
+7% +$32.5K 0.09% 76
2016
Q1 		$483K Buy
+32,846
New +$476K 0.07% 82

EP Wealth Advisors's NPM Position: Q3 2016 in Review

EP Wealth Advisors sold out of NUVEEN PREMIUM INCM MUNI FD II (NPM) in Q3 2016, closing a stake of 34,996 shares — an estimated $542K sold.

EP Wealth Advisors first reported a position in NPM in Q1 2016 and held it in 2 quarters. The position peaked at $542K in Q2 2016. 0 funds tracked by Wall St. Rank hold NPM as of Q3 2016.

  • EP Wealth Advisors reported no remaining NUVEEN PREMIUM INCM MUNI FD II position as of Q3 2016 after selling out during the quarter.
  • EP Wealth Advisors sold 34,996 NUVEEN PREMIUM INCM MUNI FD II shares in Q3 2016, an estimated $542K.
  • EP Wealth Advisors first reported a position in NUVEEN PREMIUM INCM MUNI FD II in Q1 2016 and held it in 2 quarters.
  • EP Wealth Advisors's NUVEEN PREMIUM INCM MUNI FD II position peaked at $542K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN PREMIUM INCM MUNI FD II as of Q3 2016.

Based on EP Wealth Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.