JIC
NPT

Joel Isaacson & Co’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

Joel Isaacson & Co’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
-1,050
Closed -$13K – 510
2013
Q2 		$13K Buy
+1,050
New +$14.4K 0.01% 366

Other funds holding NPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Joel Isaacson & Co's NPT Position: Q3 2013 in Review

Joel Isaacson & Co sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q3 2013, closing a stake of 1,050 shares — an estimated $13K sold.

Joel Isaacson & Co first reported a position in NPT in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 46 funds tracked by Wall St. Rank hold NPT as of Q3 2013.

  • Joel Isaacson & Co reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q3 2013 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,050 NUVEEN PREM INSD MUNI FD-4 INC shares in Q3 2013, an estimated $13K.
  • Joel Isaacson & Co first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q2 2013 and held it in 1 quarter.
  • Joel Isaacson & Co's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $13K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q3 2013.

Based on Joel Isaacson & Co's 13F filing for Q3 2013, filed 26 Feb 2014.