Summit Financial Wealth Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

Summit Financial Wealth 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
2016 Q3	–	Sell	-13,700	Closed	-$226K	–	160
2016 Q2	$226K	Buy	+13,700	New	+$222K	0.09%	130
2015 Q4	–	Sell	-6,500	Closed	-$92K	–	242
2015 Q3	$92K	Hold	6,500	–	–	0.06%	102
2015 Q2	$91K	Buy	+6,500	New	+$94.3K	0.06%	112

Summit Financial Wealth Advisors's NPP Position: Q3 2016 in Review

Summit Financial Wealth Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q3 2016, closing a stake of 13,700 shares — an estimated $226K sold.

Summit Financial Wealth Advisors first reported a position in NPP in Q2 2015 and held it in 3 quarters. The position peaked at $226K in Q2 2016. 0 funds tracked by Wall St. Rank hold NPP as of Q3 2016.

Summit Financial Wealth Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q3 2016 after selling out during the quarter.
Summit Financial Wealth Advisors sold 13,700 NUVEEN PERFORMANCE+MUN FUND shares in Q3 2016, an estimated $226K.
Summit Financial Wealth Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2015 and held it in 3 quarters.
Summit Financial Wealth Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $226K in Q2 2016.
0 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q3 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2016, filed 5 Oct 2016.