TFA
NPP

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

Transamerica Financial 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
2014
Q1 		– Sell
-536
Closed -$8K – 683
2013
Q4 		$8K Sell
536
-476
-47% -$6.3K ﹤0.01% 474
2013
Q3 		$14K Buy
1,012
+12
+1% +$161 ﹤0.01% 413
2013
Q2 		$15K Buy
+1,000
New +$15.4K ﹤0.01% 385

Other funds holding NPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's NPP Position: Q1 2014 in Review

Transamerica Financial Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q1 2014, closing a stake of 536 shares — an estimated $8K sold.

Transamerica Financial Advisors first reported a position in NPP in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q2 2013. 63 funds tracked by Wall St. Rank hold NPP as of Q1 2014.

  • Transamerica Financial Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q1 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 536 NUVEEN PERFORMANCE+MUN FUND shares in Q1 2014, an estimated $8K.
  • Transamerica Financial Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 3 quarters.
  • Transamerica Financial Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $15K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q1 2014.

Based on Transamerica Financial Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.