NPC
NCB

National Planning Corporation’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

National Planning Corporation’s Portfolio NCB Stock Details NCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-300
Closed -$5.09K – 2735
2014
Q4 		$5.09K Buy
+300
New +$4.92K ﹤0.01% 2306

Other funds holding NCB

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

National Planning Corporation's NCB Position: Q1 2015 in Review

National Planning Corporation sold out of Nuveen California Municipal Value Fund 2 (NCB) in Q1 2015, closing a stake of 300 shares — an estimated $5.09K sold.

National Planning Corporation first reported a position in NCB in Q4 2014 and held it in 1 quarter. The position peaked at $5.09K in Q4 2014. 12 funds tracked by Wall St. Rank hold NCB as of Q1 2015.

  • National Planning Corporation reported no remaining Nuveen California Municipal Value Fund 2 position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 300 Nuveen California Municipal Value Fund 2 shares in Q1 2015, an estimated $5.09K.
  • National Planning Corporation first reported a position in Nuveen California Municipal Value Fund 2 in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Nuveen California Municipal Value Fund 2 position peaked at $5.09K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.