Next Financial Group’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Next Financial Group’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	-2,215	Closed	-$31K	–	2052
2018 Q3	$31K	Buy	+2,215	New	+$31.3K	0.01%	657
2017 Q4	–	Sell	-2,215	Closed	-$33K	–	1024
2017 Q3	$33K	Hold	2,215	–	–	0.01%	832
2017 Q2	$32K	Hold	2,215	–	–	0.01%	920
2017 Q1	$32K	Hold	2,215	–	–	0.01%	878
2016 Q4	$31K	Buy	+2,215	New	+$31.5K	0.01%	1163

Other funds holding NXP

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $1.21B AUM 13.04% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Next Financial Group's NXP Position: Q4 2018 in Review

Next Financial Group sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q4 2018, closing a stake of 2,215 shares — an estimated $31K sold.

Next Financial Group first reported a position in NXP in Q4 2016 and held it in 5 quarters. The position peaked at $33K in Q3 2017. 48 funds tracked by Wall St. Rank hold NXP as of Q4 2018.

Next Financial Group reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 2,215 Nuveen Select Tax-Free Income Portfolio shares in Q4 2018, an estimated $31K.
Next Financial Group first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2016 and held it in 5 quarters.
Next Financial Group's Nuveen Select Tax-Free Income Portfolio position peaked at $33K in Q3 2017.
48 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.