Pinnacle Summer Investments’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Pinnacle Summer Investments’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$11K	Hold	1,100	–	–	﹤0.01%	543
2015 Q3	$11K	Hold	1,100	–	–	﹤0.01%	736
2015 Q2	$11K	Hold	1,100	–	–	﹤0.01%	529
2015 Q1	$12K	Hold	1,100	–	–	﹤0.01%	760
2014 Q4	$12K	Hold	1,100	–	–	﹤0.01%	777
2014 Q3	$12K	Hold	1,100	–	–	﹤0.01%	790
2014 Q2	$11K	Hold	1,100	–	–	﹤0.01%	757
2014 Q1	$11K	Hold	1,100	–	–	﹤0.01%	696
2013 Q4	$11K	Hold	1,100	–	–	﹤0.01%	718
2013 Q3	$11K	Buy	+1,100	New	+$10.6K	﹤0.01%	664

Other funds holding NIM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

CBTWT

Community Bank & Trust (Waco, Texas) Waco, Texas $555M AUM 48.76% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Pinnacle Summer Investments's NIM Position: Q4 2015 in Review

Pinnacle Summer Investments held its Nuveen Select Maturities Municipal Fund (NIM) position steady in Q4 2015 at 1,100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Pinnacle Summer Investments first reported a position in NIM in Q3 2013 and has held it in 10 quarters since. The position peaked at $12K in Q1 2015. 31 funds tracked by Wall St. Rank hold NIM as of Q4 2015.

Pinnacle Summer Investments held 1,100 shares of Nuveen Select Maturities Municipal Fund worth $11K as of Q4 2015.
Pinnacle Summer Investments left its Nuveen Select Maturities Municipal Fund share count unchanged in Q4 2015.
Nuveen Select Maturities Municipal Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #543 holding.
Pinnacle Summer Investments first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Nuveen Select Maturities Municipal Fund position peaked at $12K in Q1 2015.
31 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.