Kanaly Trust’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

Kanaly Trust’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
2014 Q1	–	Sell	-1,674	Closed	-$20K	–	716
2013 Q4	$20K	Buy	+1,674	New	+$19.6K	﹤0.01%	375

Other funds holding NPT

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Kanaly Trust's NPT Position: Q1 2014 in Review

Kanaly Trust sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q1 2014, closing a stake of 1,674 shares — an estimated $20K sold.

Kanaly Trust first reported a position in NPT in Q4 2013 and held it in 1 quarter. The position peaked at $20K in Q4 2013. 41 funds tracked by Wall St. Rank hold NPT as of Q1 2014.

Kanaly Trust reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q1 2014 after selling out during the quarter.
Kanaly Trust sold 1,674 NUVEEN PREM INSD MUNI FD-4 INC shares in Q1 2014, an estimated $20K.
Kanaly Trust first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q4 2013 and held it in 1 quarter.
Kanaly Trust's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $20K in Q4 2013.
41 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q1 2014.

Based on Kanaly Trust's 13F filing for Q1 2014, filed 1 May 2014.