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Pathstone Family Office’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-270
Closed -$4K – 566
2017
Q1 		$4K Buy
+270
New +$3.79K ﹤0.01% 330
2013
Q4 		– Sell
-2,636
Closed -$33K – 300
2013
Q3 		$33K Buy
+2,636
New +$34K 0.14% 101

Other funds holding NXP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Family Office's NXP Position: Q2 2017 in Review

Pathstone Family Office sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q2 2017, closing a stake of 270 shares — an estimated $4K sold.

Pathstone Family Office first reported a position in NXP in Q3 2013 and held it in 2 quarters. The position peaked at $33K in Q3 2013. 46 funds tracked by Wall St. Rank hold NXP as of Q2 2017.

  • Pathstone Family Office reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 270 Nuveen Select Tax-Free Income Portfolio shares in Q2 2017, an estimated $4K.
  • Pathstone Family Office first reported a position in Nuveen Select Tax-Free Income Portfolio in Q3 2013 and held it in 2 quarters.
  • Pathstone Family Office's Nuveen Select Tax-Free Income Portfolio position peaked at $33K in Q3 2013.
  • 46 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.