GGPS
NPT

Gary Goldberg Planning Services’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

Gary Goldberg Planning Services’s Portfolio NPT Stock Details NPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,000
Closed -$25K – 386
2013
Q2 		$25K Buy
+2,000
New +$27.5K 0.02% 233

Other funds holding NPT

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's NPT Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q3 2013, closing a stake of 2,000 shares — an estimated $25K sold.

Gary Goldberg Planning Services first reported a position in NPT in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 46 funds tracked by Wall St. Rank hold NPT as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 2,000 NUVEEN PREM INSD MUNI FD-4 INC shares in Q3 2013, an estimated $25K.
  • Gary Goldberg Planning Services first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $25K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.