Mascoma Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Mascoma Wealth Management’s Portfolio NXP Stock Details NXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-730	Closed	-$10K	–	392
2018 Q3	$10K	Hold	730	–	–	0.01%	284
2018 Q2	$10K	Hold	730	–	–	0.01%	276
2018 Q1	$10K	Hold	730	–	–	0.01%	272
2017 Q4	$10K	Hold	730	–	–	0.01%	267
2017 Q3	$11K	Buy	+730	New	+$10.7K	0.01%	274

Other funds holding NXP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mascoma Wealth Management's NXP Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q4 2018, closing a stake of 730 shares — an estimated $10K sold.

Mascoma Wealth Management first reported a position in NXP in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2017. 48 funds tracked by Wall St. Rank hold NXP as of Q4 2018.

Mascoma Wealth Management reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 730 Nuveen Select Tax-Free Income Portfolio shares in Q4 2018, an estimated $10K.
Mascoma Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q3 2017 and held it in 5 quarters.
Mascoma Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $11K in Q3 2017.
48 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.