JFS Wealth Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

JFS Wealth Advisors’s Portfolio NPP Stock Details NPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-116,576	Closed	-$1.93M	–	528
2016 Q2	$1.93M	Buy	116,576 +1,558	+1%	+$25.3K	0.53%	46
2016 Q1	$1.8M	Buy	115,018 +1,084	+1%	+$16.6K	0.53%	44
2015 Q4	$1.7M	Buy	113,934 +2,206	+2%	+$32.3K	0.49%	48
2015 Q3	$1.58M	Buy	111,728 +1,698	+2%	+$23.9K	0.7%	44
2015 Q2	$1.54M	Buy	110,030 +4,896	+5%	+$71K	0.79%	30
2015 Q1	$1.56M	Buy	105,134 +54,070	+106%	+$805K	0.73%	32
2014 Q4	$753K	Buy	+51,064	New	+$750K	0.12%	47

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

JFS Wealth Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q3 2016, closing a stake of 116,576 shares — an estimated $1.93M sold.

JFS Wealth Advisors first reported a position in NPP in Q4 2014 and held it in 7 quarters. The position peaked at $1.93M in Q2 2016. 0 funds tracked by Wall St. Rank hold NPP as of Q3 2016.

JFS Wealth Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q3 2016 after selling out during the quarter.
JFS Wealth Advisors sold 116,576 NUVEEN PERFORMANCE+MUN FUND shares in Q3 2016, an estimated $1.93M.
JFS Wealth Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q4 2014 and held it in 7 quarters.
JFS Wealth Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $1.93M in Q2 2016.
0 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q3 2016.

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