NFG
NPI

Next Financial Group’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Next Financial Group’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
2016
Q2 		– Sell
-3,238
Closed -$47K – 1928
2016
Q1 		$47K Sell
3,238
-4,934
-60% -$70.4K 0.02% 645
2015
Q4 		$115K Buy
8,172
+104
+1% +$1.42K 0.04% 383
2015
Q3 		$108K Buy
8,068
+968
+14% +$12.8K 0.04% 411
2015
Q2 		$93K Buy
+7,100
New +$95.9K 0.03% 487
2014
Q4 		– Sell
-500
Closed -$7K – 2562
2014
Q3 		$7K Buy
+500
New +$6.73K ﹤0.01% 1956

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Next Financial Group's NPI Position: Q2 2016 in Review

Next Financial Group sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q2 2016, closing a stake of 3,238 shares — an estimated $47K sold.

Next Financial Group first reported a position in NPI in Q3 2014 and held it in 5 quarters. The position peaked at $115K in Q4 2015. 83 funds tracked by Wall St. Rank hold NPI as of Q2 2016.

  • Next Financial Group reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q2 2016 after selling out during the quarter.
  • Next Financial Group sold 3,238 NUVEEN PREMIUN INC MUN FUND shares in Q2 2016, an estimated $47K.
  • Next Financial Group first reported a position in NUVEEN PREMIUN INC MUN FUND in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's NUVEEN PREMIUN INC MUN FUND position peaked at $115K in Q4 2015.
  • 83 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q2 2016.

Based on Next Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.