Lehman Financial Resources’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

Lehman Financial Resources’s Portfolio NQP Stock Details NQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,439	Closed	-$18K	–	242
2015 Q3	$18K	Hold	1,439	–	–	0.01%	260
2015 Q2	$18K	Hold	1,439	–	–	0.01%	259
2015 Q1	$20K	Hold	1,439	–	–	0.01%	250
2014 Q4	$20K	Hold	1,439	–	–	0.01%	240
2014 Q3	$20K	Hold	1,439	–	–	0.01%	241
2014 Q2	$20K	Hold	1,439	–	–	0.01%	235
2014 Q1	$19K	Buy	+1,439	New	+$18.7K	0.01%	233

Other funds holding NQP

MSL

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

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

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lehman Financial Resources's NQP Position: Q4 2015 in Review

Lehman Financial Resources sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q4 2015, closing a stake of 1,439 shares — an estimated $18K sold.

Lehman Financial Resources first reported a position in NQP in Q1 2014 and held it in 7 quarters. The position peaked at $20K in Q1 2015. 55 funds tracked by Wall St. Rank hold NQP as of Q4 2015.

Lehman Financial Resources reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 1,439 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q4 2015, an estimated $18K.
Lehman Financial Resources first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q1 2014 and held it in 7 quarters.
Lehman Financial Resources's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $20K in Q1 2015.
55 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.