PMFA
NPP

Plante Moran Financial Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

Plante Moran Financial Advisors’s Portfolio NPP Stock Details NPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-571
Closed -$8K – 838
2014
Q4 		$8K Hold
571
– – 0.01% 594
2014
Q3 		$8K Buy
+571
New +$8.23K 0.01% 599

Other funds holding NPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q1 2015, closing a stake of 571 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in NPP in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 71 funds tracked by Wall St. Rank hold NPP as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 571 NUVEEN PERFORMANCE+MUN FUND shares in Q1 2015, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $8K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q1 2015.

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