FHC
NPY

First Heartland Consultants’s NUVEEN (PA)PREM INCM MUNI FD-2 NPY Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-400
Closed -$5K – 407
2013
Q2 		$5K Buy
+400
New +$5.63K ﹤0.01% 374

Other funds holding NPY

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

First Heartland Consultants's NPY Position: Q3 2013 in Review

First Heartland Consultants sold out of NUVEEN (PA)PREM INCM MUNI FD-2 (NPY) in Q3 2013, closing a stake of 400 shares — an estimated $5K sold.

First Heartland Consultants first reported a position in NPY in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 31 funds tracked by Wall St. Rank hold NPY as of Q3 2013.

  • First Heartland Consultants reported no remaining NUVEEN (PA)PREM INCM MUNI FD-2 position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 400 NUVEEN (PA)PREM INCM MUNI FD-2 shares in Q3 2013, an estimated $5K.
  • First Heartland Consultants first reported a position in NUVEEN (PA)PREM INCM MUNI FD-2 in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's NUVEEN (PA)PREM INCM MUNI FD-2 position peaked at $5K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held NUVEEN (PA)PREM INCM MUNI FD-2 as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.