FNBT
NPI

FineMark National Bank & Trust’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

FineMark National Bank & Trust’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
2014
Q2 		– Sell
-700
Closed -$9K – 1473
2014
Q1 		$9K Buy
+700
New +$9.12K ﹤0.01% 1080
2013
Q3 		– Sell
-500
Closed -$7K – 1651
2013
Q2 		$7K Buy
+500
New +$7.06K ﹤0.01% 1046

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FineMark National Bank & Trust's NPI Position: Q2 2014 in Review

FineMark National Bank & Trust sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q2 2014, closing a stake of 700 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in NPI in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q1 2014. 67 funds tracked by Wall St. Rank hold NPI as of Q2 2014.

  • FineMark National Bank & Trust reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q2 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 700 NUVEEN PREMIUN INC MUN FUND shares in Q2 2014, an estimated $9K.
  • FineMark National Bank & Trust first reported a position in NUVEEN PREMIUN INC MUN FUND in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's NUVEEN PREMIUN INC MUN FUND position peaked at $9K in Q1 2014.
  • 67 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q2 2014.

Based on FineMark National Bank & Trust's 13F filing for Q2 2014, filed 13 Aug 2014.