KIM
NPP

Karpus Investment Management’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

Karpus Investment Management’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
2013
Q4 		– Sell
-59,805
Closed -$808K – 223
2013
Q3 		$808K Sell
59,805
-2,170
-4% -$29.1K 0.05% 141
2013
Q2 		$892K Buy
+61,975
New +$954K 0.06% 109

Other funds holding NPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Karpus Investment Management's NPP Position: Q4 2013 in Review

Karpus Investment Management sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q4 2013, closing a stake of 59,805 shares — an estimated $808K sold.

Karpus Investment Management first reported a position in NPP in Q2 2013 and held it in 2 quarters. The position peaked at $892K in Q2 2013. 69 funds tracked by Wall St. Rank hold NPP as of Q4 2013.

  • Karpus Investment Management reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q4 2013 after selling out during the quarter.
  • Karpus Investment Management sold 59,805 NUVEEN PERFORMANCE+MUN FUND shares in Q4 2013, an estimated $808K.
  • Karpus Investment Management first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 2 quarters.
  • Karpus Investment Management's NUVEEN PERFORMANCE+MUN FUND position peaked at $892K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q4 2013.

Based on Karpus Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.