Transform Wealth’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Transform Wealth’s Portfolio NPI Stock Details NPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-25,785	Closed	-$398K	–	220
2016 Q2	$398K	Buy	+25,785	New	+$386K	0.17%	158

Other funds holding NPI

CFN

Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Transform Wealth's NPI Position: Q3 2016 in Review

Transform Wealth sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q3 2016, closing a stake of 25,785 shares — an estimated $398K sold.

Transform Wealth first reported a position in NPI in Q2 2016 and held it in 1 quarter. The position peaked at $398K in Q2 2016. 1 fund tracked by Wall St. Rank holds NPI as of Q3 2016.

Transform Wealth reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q3 2016 after selling out during the quarter.
Transform Wealth sold 25,785 NUVEEN PREMIUN INC MUN FUND shares in Q3 2016, an estimated $398K.
Transform Wealth first reported a position in NUVEEN PREMIUN INC MUN FUND in Q2 2016 and held it in 1 quarter.
Transform Wealth's NUVEEN PREMIUN INC MUN FUND position peaked at $398K in Q2 2016.
1 fund tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q3 2016.

Based on Transform Wealth's 13F filing for Q3 2016, filed 7 Nov 2016.