RFA
NPI

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

Reilly 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
2013
Q3 		– Sell
-383
Closed -$5K – 824
2013
Q2 		$5K Buy
+383
New +$5.41K ﹤0.01% 639

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Reilly Financial Advisors's NPI Position: Q3 2013 in Review

Reilly Financial Advisors sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q3 2013, closing a stake of 383 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in NPI in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 65 funds tracked by Wall St. Rank hold NPI as of Q3 2013.

  • Reilly Financial Advisors reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 383 NUVEEN PREMIUN INC MUN FUND shares in Q3 2013, an estimated $5K.
  • Reilly Financial Advisors first reported a position in NUVEEN PREMIUN INC MUN FUND in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's NUVEEN PREMIUN INC MUN FUND position peaked at $5K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.