TF
NNP

Tompkins Financial’s NUVEEN NY PERF PLUS MUNI FD NNP Stock Holding History

Tompkins Financial’s Portfolio NNP Stock Details NNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-4,600
Closed -$67K – 503
2013
Q2 		$67K Buy
+4,600
New +$73.5K 0.02% 204

Other funds holding NNP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tompkins Financial's NNP Position: Q3 2013 in Review

Tompkins Financial sold out of NUVEEN NY PERF PLUS MUNI FD (NNP) in Q3 2013, closing a stake of 4,600 shares — an estimated $67K sold.

Tompkins Financial first reported a position in NNP in Q2 2013 and held it in 1 quarter. The position peaked at $67K in Q2 2013. 20 funds tracked by Wall St. Rank hold NNP as of Q3 2013.

  • Tompkins Financial reported no remaining NUVEEN NY PERF PLUS MUNI FD position as of Q3 2013 after selling out during the quarter.
  • Tompkins Financial sold 4,600 NUVEEN NY PERF PLUS MUNI FD shares in Q3 2013, an estimated $67K.
  • Tompkins Financial first reported a position in NUVEEN NY PERF PLUS MUNI FD in Q2 2013 and held it in 1 quarter.
  • Tompkins Financial's NUVEEN NY PERF PLUS MUNI FD position peaked at $67K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held NUVEEN NY PERF PLUS MUNI FD as of Q3 2013.

Based on Tompkins Financial's 13F filing for Q3 2013, filed 11 Oct 2013.