PMFA
NPI

Plante Moran Financial Advisors’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-3,919
Closed -$54K – 837
2014
Q4 		$54K Buy
3,919
+3,300
+533% +$45.3K 0.04% 270
2014
Q3 		$8K Buy
+619
New +$8.33K 0.01% 598

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 $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $94.2M AUM 4.11% 1-Year Est. Return

Plante Moran Financial Advisors's NPI Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q1 2015, closing a stake of 3,919 shares — an estimated $54K sold.

Plante Moran Financial Advisors first reported a position in NPI in Q3 2014 and held it in 2 quarters. The position peaked at $54K in Q4 2014. 81 funds tracked by Wall St. Rank hold NPI as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,919 NUVEEN PREMIUN INC MUN FUND shares in Q1 2015, an estimated $54K.
  • Plante Moran Financial Advisors first reported a position in NUVEEN PREMIUN INC MUN FUND in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's NUVEEN PREMIUN INC MUN FUND position peaked at $54K in Q4 2014.
  • 81 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.