United Capital Financial Advisors’s NUVEEN PREMIUM INCM MUNI FD II NPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-12,000
| Closed | -$180K | – | 1330 |
|
|
2016
Q2 | $180K | Sell |
12,000
-12,000
| -50% | -$180K | ﹤0.01% | 1183 |
|
|
2016
Q1 | $353K | Hold |
24,000
| – | – | ﹤0.01% | 957 |
|
|
2015
Q4 | $347K | Hold |
24,000
| – | – | ﹤0.01% | 977 |
|
|
2015
Q3 | $328K | Sell |
24,000
-2,315
| -9% | -$31.6K | ﹤0.01% | 1038 |
|
|
2015
Q2 | $349K | Hold |
26,315
| – | – | ﹤0.01% | 1033 |
|
|
2015
Q1 | $369K | Hold |
26,315
| – | – | ﹤0.01% | 1012 |
|
|
2014
Q4 | $373K | Hold |
26,315
| – | – | 0.01% | 906 |
|
|
2014
Q3 | $362K | Hold |
26,315
| – | – | 0.01% | 887 |
|
|
2014
Q2 | $364K | Hold |
26,315
| – | – | 0.01% | 724 |
|
|
2014
Q1 | $352K | Hold |
26,315
| – | – | 0.01% | 736 |
|
|
2013
Q4 | $330K | Buy |
+26,315
| New | +$330K | 0.01% | 512 |
|