MWM
NPI

Merriman Wealth Management’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Merriman Wealth Management’s Portfolio NPI Stock Details NPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,204
Closed -$138K – 105
2013
Q4 		$138K Buy
+11,204
New +$138K 0.06% 83

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Merriman Wealth Management's NPI Position: Q1 2014 in Review

Merriman Wealth Management sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q1 2014, closing a stake of 11,204 shares — an estimated $138K sold.

Merriman Wealth Management first reported a position in NPI in Q4 2013 and held it in 1 quarter. The position peaked at $138K in Q4 2013. 74 funds tracked by Wall St. Rank hold NPI as of Q1 2014.

  • Merriman Wealth Management reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 11,204 NUVEEN PREMIUN INC MUN FUND shares in Q1 2014, an estimated $138K.
  • Merriman Wealth Management first reported a position in NUVEEN PREMIUN INC MUN FUND in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's NUVEEN PREMIUN INC MUN FUND position peaked at $138K in Q4 2013.
  • 74 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.