PMG
NPP

ProVise Management Group’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

ProVise Management Group’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
2013
Q3 		– Sell
-11,285
Closed -$162K – 346
2013
Q2 		$162K Buy
+11,285
New +$174K 0.05% 307

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ProVise Management Group's NPP Position: Q3 2013 in Review

ProVise Management Group sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q3 2013, closing a stake of 11,285 shares — an estimated $162K sold.

ProVise Management Group first reported a position in NPP in Q2 2013 and held it in 1 quarter. The position peaked at $162K in Q2 2013. 66 funds tracked by Wall St. Rank hold NPP as of Q3 2013.

  • ProVise Management Group reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q3 2013 after selling out during the quarter.
  • ProVise Management Group sold 11,285 NUVEEN PERFORMANCE+MUN FUND shares in Q3 2013, an estimated $162K.
  • ProVise Management Group first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 1 quarter.
  • ProVise Management Group's NUVEEN PERFORMANCE+MUN FUND position peaked at $162K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q3 2013.

Based on ProVise Management Group's 13F filing for Q3 2013, filed 12 Nov 2013.