SFWA
NPT

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

Summit Financial Wealth 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
2016
Q2 		– Sell
-58,331
Closed -$818K – 157
2016
Q1 		$818K Buy
58,331
+5,000
+9% +$68.3K 0.36% 59
2015
Q4 		$714K Buy
53,331
+3,000
+6% +$39.5K 0.33% 62
2015
Q3 		$656K Buy
50,331
+2,000
+4% +$26.1K 0.42% 47
2015
Q2 		$632K Buy
+48,331
New +$634K 0.39% 48

Summit Financial Wealth Advisors's NPT Position: Q2 2016 in Review

Summit Financial Wealth Advisors sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q2 2016, closing a stake of 58,331 shares — an estimated $818K sold.

Summit Financial Wealth Advisors first reported a position in NPT in Q2 2015 and held it in 4 quarters. The position peaked at $818K in Q1 2016. 0 funds tracked by Wall St. Rank hold NPT as of Q2 2016.

  • Summit Financial Wealth Advisors reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q2 2016 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 58,331 NUVEEN PREM INSD MUNI FD-4 INC shares in Q2 2016, an estimated $818K.
  • Summit Financial Wealth Advisors first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q2 2015 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $818K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q2 2016.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2016, filed 6 Jul 2016.