EWM
NPI

Evercore Wealth Management’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Evercore Wealth Management’s Portfolio NPI Stock Details NPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,750
Closed -$89K – 1085
2016
Q2 		$89K Buy
5,750
+2,500
+77% +$37.4K ﹤0.01% 483
2016
Q1 		$47K Buy
+3,250
New +$46.4K ﹤0.01% 580

Other funds holding NPI

CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Evercore Wealth Management's NPI Position: Q3 2016 in Review

Evercore Wealth Management sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q3 2016, closing a stake of 5,750 shares — an estimated $89K sold.

Evercore Wealth Management first reported a position in NPI in Q1 2016 and held it in 2 quarters. The position peaked at $89K in Q2 2016. 1 fund tracked by Wall St. Rank holds NPI as of Q3 2016.

  • Evercore Wealth Management reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 5,750 NUVEEN PREMIUN INC MUN FUND shares in Q3 2016, an estimated $89K.
  • Evercore Wealth Management first reported a position in NUVEEN PREMIUN INC MUN FUND in Q1 2016 and held it in 2 quarters.
  • Evercore Wealth Management's NUVEEN PREMIUN INC MUN FUND position peaked at $89K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.