FAM
NPI

Formidable Asset Management’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Formidable Asset 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
Q2 		– Sell
-759
Closed -$11K – 504
2016
Q1 		$11K Hold
759
– – 0.01% 347
2015
Q4 		$10K Hold
759
– – 0.01% 391
2015
Q3 		$10K Hold
759
– – 0.01% 419
2015
Q2 		$10K Hold
759
– – 0.01% 372
2015
Q1 		$10K Hold
759
– – 0.01% 365
2014
Q4 		$11K Hold
759
– – 0.01% 330
2014
Q3 		$10K Hold
759
– – 0.01% 339
2014
Q2 		$10K Hold
759
– – 0.01% 360
2014
Q1 		$10K Hold
759
– – 0.01% 332
2013
Q4 		$10K Hold
759
– – 0.01% 352
2013
Q3 		$10K Buy
+759
New +$9.47K 0.01% 313

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Formidable Asset Management's NPI Position: Q2 2016 in Review

Formidable Asset Management sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q2 2016, closing a stake of 759 shares — an estimated $11K sold.

Formidable Asset Management first reported a position in NPI in Q3 2013 and held it in 11 quarters. The position peaked at $11K in Q1 2016. 83 funds tracked by Wall St. Rank hold NPI as of Q2 2016.

  • Formidable Asset Management reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 759 NUVEEN PREMIUN INC MUN FUND shares in Q2 2016, an estimated $11K.
  • Formidable Asset Management first reported a position in NUVEEN PREMIUN INC MUN FUND in Q3 2013 and held it in 11 quarters.
  • Formidable Asset Management's NUVEEN PREMIUN INC MUN FUND position peaked at $11K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.