PSI
NPI

Pinnacle Summer Investments’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$11K Hold
800
– – ﹤0.01% 551
2015
Q3 		$11K Hold
800
– – ﹤0.01% 745
2015
Q2 		$11K Hold
800
– – ﹤0.01% 534
2015
Q1 		$11K Hold
800
– – ﹤0.01% 776
2014
Q4 		$12K Hold
800
– – ﹤0.01% 781
2014
Q3 		$11K Buy
+800
New +$10.8K ﹤0.01% 809

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Pinnacle Summer Investments held its NUVEEN PREMIUN INC MUN FUND (NPI) position steady in Q4 2015 at 800 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Pinnacle Summer Investments first reported a position in NPI in Q3 2014 and has held it in 6 quarters since. The position peaked at $12K in Q4 2014. 82 funds tracked by Wall St. Rank hold NPI as of Q4 2015.

  • Pinnacle Summer Investments held 800 shares of NUVEEN PREMIUN INC MUN FUND worth $11K as of Q4 2015.
  • Pinnacle Summer Investments left its NUVEEN PREMIUN INC MUN FUND share count unchanged in Q4 2015.
  • NUVEEN PREMIUN INC MUN FUND made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #551 holding.
  • Pinnacle Summer Investments first reported a position in NUVEEN PREMIUN INC MUN FUND in Q3 2014 and has held it in 6 quarters since.
  • Pinnacle Summer Investments's NUVEEN PREMIUN INC MUN FUND position peaked at $12K in Q4 2014.
  • 82 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q4 2015.

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