PMFA
NPT

Plante Moran Financial Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

Plante Moran Financial Advisors’s Portfolio NPT Stock Details NPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,901
Closed -$52K – 843
2014
Q4 		$52K Buy
3,901
+3,250
+499% +$42.8K 0.04% 274
2014
Q3 		$8K Buy
+651
New +$8.28K 0.01% 600

Other funds holding NPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q1 2015, closing a stake of 3,901 shares — an estimated $52K sold.

Plante Moran Financial Advisors first reported a position in NPT in Q3 2014 and held it in 2 quarters. The position peaked at $52K in Q4 2014. 47 funds tracked by Wall St. Rank hold NPT as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,901 NUVEEN PREM INSD MUNI FD-4 INC shares in Q1 2015, an estimated $52K.
  • Plante Moran Financial Advisors first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $52K in Q4 2014.
  • 47 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q1 2015.

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