JFS Wealth Advisors’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-125,023
Closed -$1.93M 527
2016
Q2
$1.93M Buy
125,023
+1,696
+1% +$25.4K 0.53% 44
2016
Q1
$1.8M Buy
123,327
+1,172
+1% +$16.7K 0.53% 47
2015
Q4
$1.72M Buy
122,155
+2,365
+2% +$32.3K 0.5% 46
2015
Q3
$1.6M Buy
119,790
+1,822
+2% +$24.1K 0.71% 41
2015
Q2
$1.55M Buy
117,968
+5,225
+5% +$70.5K 0.8% 29
2015
Q1
$1.58M Buy
112,743
+57,743
+105% +$809K 0.74% 28
2014
Q4
$762K Buy
+55,000
New +$754K 0.12% 43

Other funds holding NPI

JFS Wealth Advisors's NPI Position: Q3 2016 in Review

JFS Wealth Advisors sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q3 2016, closing a stake of 125,023 shares — an estimated $1.93M sold.

JFS Wealth Advisors first reported a position in NPI in Q4 2014 and held it in 7 quarters. The position peaked at $1.93M in Q2 2016. 1 fund tracked by Wall St. Rank holds NPI as of Q3 2016.

  • JFS Wealth Advisors reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q3 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 125,023 NUVEEN PREMIUN INC MUN FUND shares in Q3 2016, an estimated $1.93M.
  • JFS Wealth Advisors first reported a position in NUVEEN PREMIUN INC MUN FUND in Q4 2014 and held it in 7 quarters.
  • JFS Wealth Advisors's NUVEEN PREMIUN INC MUN FUND position peaked at $1.93M in Q2 2016.
  • 1 fund tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q3 2016.

Based on JFS Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.