JFA
NPP

JNBA Financial Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

JNBA Financial 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
Q2 		– Sell
-947
Closed -$15K – 571
2016
Q1 		$15K Hold
947
– – 0.01% 315
2015
Q4 		$14K Hold
947
– – 0.01% 321
2015
Q3 		$13K Hold
947
– – 0.01% 330
2015
Q2 		$13K Hold
947
– – ﹤0.01% 336
2015
Q1 		$14K Hold
947
– – 0.01% 335
2014
Q4 		$14K Sell
947
-3,053
-76% -$44.8K 0.01% 330
2014
Q3 		$58K Sell
4,000
-2,821
-41% -$40.7K 0.03% 177
2014
Q2 		$100K Buy
+6,821
New +$99.9K 0.05% 127

Other funds holding NPP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JNBA Financial Advisors's NPP Position: Q2 2016 in Review

JNBA Financial Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q2 2016, closing a stake of 947 shares — an estimated $15K sold.

JNBA Financial Advisors first reported a position in NPP in Q2 2014 and held it in 8 quarters. The position peaked at $100K in Q2 2014. 72 funds tracked by Wall St. Rank hold NPP as of Q2 2016.

  • JNBA Financial Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q2 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 947 NUVEEN PERFORMANCE+MUN FUND shares in Q2 2016, an estimated $15K.
  • JNBA Financial Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2014 and held it in 8 quarters.
  • JNBA Financial Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $100K in Q2 2014.
  • 72 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q2 2016.

Based on JNBA Financial Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.