United Capital Financial Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-36,667
| Closed | -$623K | – | 1331 |
|
|
2016
Q2 | $623K | Buy |
36,667
+2,531
| +7% | +$41.1K | 0.01% | 856 |
|
|
2016
Q1 | $536K | Sell |
34,136
-400
| -1% | -$6.13K | 0.01% | 858 |
|
|
2015
Q4 | $517K | Sell |
34,536
-2,700
| -7% | -$39.5K | 0.01% | 874 |
|
|
2015
Q3 | $528K | Sell |
37,236
-500
| -1% | -$7.03K | 0.01% | 878 |
|
|
2015
Q2 | $529K | Buy |
37,736
+2,536
| +7% | +$36.8K | 0.01% | 897 |
|
|
2015
Q1 | $526K | Sell |
35,200
-2,800
| -7% | -$41.7K | 0.01% | 881 |
|
|
2014
Q4 | $561K | Sell |
38,000
-1,000
| -3% | -$14.7K | 0.01% | 792 |
|
|
2014
Q3 | $566K | Sell |
39,000
-3,000
| -7% | -$43.2K | 0.01% | 760 |
|
|
2014
Q2 | $616K | Hold |
42,000
| – | – | 0.01% | 651 |
|
|
2014
Q1 | $608K | Sell |
42,000
-500
| -1% | -$7.08K | 0.01% | 599 |
|
|
2013
Q4 | $575K | Sell |
42,500
-13,900
| -25% | -$184K | 0.02% | 412 |
|
|
2013
Q3 | $762K | Sell |
56,400
-3,000
| -5% | -$40.2K | 0.02% | 382 |
|
|
2013
Q2 | $855K | Buy |
+59,400
| New | +$914K | 0.02% | 429 |
|
United Capital Financial Advisors's NPP Position: Q3 2016 in Review
United Capital Financial Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q3 2016, closing a stake of 36,667 shares — an estimated $623K sold.
United Capital Financial Advisors first reported a position in NPP in Q2 2013 and held it in 13 quarters. The position peaked at $855K in Q2 2013. 0 funds tracked by Wall St. Rank hold NPP as of Q3 2016.
- United Capital Financial Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q3 2016 after selling out during the quarter.
- United Capital Financial Advisors sold 36,667 NUVEEN PERFORMANCE+MUN FUND shares in Q3 2016, an estimated $623K.
- United Capital Financial Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 13 quarters.
- United Capital Financial Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $855K in Q2 2013.
- 0 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q3 2016.
Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.