TWA
NCP

TCI Wealth Advisors’s NUVEEN CALIF PERF MUNI FUND NCP Stock Holding History

TCI Wealth Advisors’s Portfolio NCP Stock Details NCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,286
Closed -$77K – 862
2013
Q2 		$77K Buy
+5,286
New +$81.7K 0.06% 176

Other funds holding NCP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TCI Wealth Advisors's NCP Position: Q3 2013 in Review

TCI Wealth Advisors sold out of NUVEEN CALIF PERF MUNI FUND (NCP) in Q3 2013, closing a stake of 5,286 shares — an estimated $77K sold.

TCI Wealth Advisors first reported a position in NCP in Q2 2013 and held it in 1 quarter. The position peaked at $77K in Q2 2013. 14 funds tracked by Wall St. Rank hold NCP as of Q3 2013.

  • TCI Wealth Advisors reported no remaining NUVEEN CALIF PERF MUNI FUND position as of Q3 2013 after selling out during the quarter.
  • TCI Wealth Advisors sold 5,286 NUVEEN CALIF PERF MUNI FUND shares in Q3 2013, an estimated $77K.
  • TCI Wealth Advisors first reported a position in NUVEEN CALIF PERF MUNI FUND in Q2 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's NUVEEN CALIF PERF MUNI FUND position peaked at $77K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held NUVEEN CALIF PERF MUNI FUND as of Q3 2013.

Based on TCI Wealth Advisors's 13F filing for Q3 2013, filed 25 Oct 2013.