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Parametric Portfolio Associates’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Parametric Portfolio Associates’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
Q3 		– Sell
-25,231
Closed -$361K – 3961
2018
Q2 		$361K Buy
25,231
+530
+2% +$7.45K ﹤0.01% 3484
2018
Q1 		$346K Sell
24,701
-2,202
-8% -$31.2K ﹤0.01% 3513
2017
Q4 		$393K Sell
26,903
-6,070
-18% -$89.7K ﹤0.01% 3446
2017
Q3 		$492K Buy
32,973
+2,845
+9% +$41.8K ﹤0.01% 3432
2017
Q2 		$433K Buy
+30,128
New +$431K ﹤0.01% 3440
2015
Q3 		– Sell
-17,968
Closed -$244K – 3314
2015
Q2 		$244K Sell
17,968
-24,905
-58% -$349K ﹤0.01% 3676
2015
Q1 		$622K Sell
42,873
-3,459
-7% -$50.2K ﹤0.01% 3138
2014
Q4 		$661K Buy
46,332
+568
+1% +$7.94K ﹤0.01% 3094
2014
Q3 		$631K Sell
45,764
-5,094
-10% -$70.3K ﹤0.01% 3048
2014
Q2 		$716K Buy
50,858
+3,021
+6% +$41.4K ﹤0.01% 2969
2014
Q1 		$645K Buy
47,837
+10,731
+29% +$144K ﹤0.01% 3014
2013
Q4 		$478K Buy
37,106
+21,551
+139% +$276K ﹤0.01% 3194
2013
Q3 		$203K Buy
+15,555
New +$201K ﹤0.01% 3595

Other funds holding NXP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parametric Portfolio Associates's NXP Position: Q3 2018 in Review

Parametric Portfolio Associates sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2018, closing a stake of 25,231 shares — an estimated $361K sold.

Parametric Portfolio Associates first reported a position in NXP in Q3 2013 and held it in 13 quarters. The position peaked at $716K in Q2 2014. 49 funds tracked by Wall St. Rank hold NXP as of Q3 2018.

  • Parametric Portfolio Associates reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2018 after selling out during the quarter.
  • Parametric Portfolio Associates sold 25,231 Nuveen Select Tax-Free Income Portfolio shares in Q3 2018, an estimated $361K.
  • Parametric Portfolio Associates first reported a position in Nuveen Select Tax-Free Income Portfolio in Q3 2013 and held it in 13 quarters.
  • Parametric Portfolio Associates's Nuveen Select Tax-Free Income Portfolio position peaked at $716K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2018.

Based on Parametric Portfolio Associates's 13F filing for Q3 2018, filed 13 Nov 2018.