UCFA
NPT

United Capital Financial Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

United Capital Financial Advisors’s Portfolio NPT Stock Details NPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-14,087
Closed -$175K – 980
2014
Q1 		$175K Hold
14,087
– – ﹤0.01% 884
2013
Q4 		$171K Sell
14,087
-14,500
-51% -$170K 0.01% 613
2013
Q3 		$340K Sell
28,587
-2,500
-8% -$29.4K 0.01% 531
2013
Q2 		$394K Buy
+31,087
New +$427K 0.01% 548

Other funds holding NPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

United Capital Financial Advisors's NPT Position: Q2 2014 in Review

United Capital Financial Advisors sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q2 2014, closing a stake of 14,087 shares — an estimated $175K sold.

United Capital Financial Advisors first reported a position in NPT in Q2 2013 and held it in 4 quarters. The position peaked at $394K in Q2 2013. 45 funds tracked by Wall St. Rank hold NPT as of Q2 2014.

  • United Capital Financial Advisors reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,087 NUVEEN PREM INSD MUNI FD-4 INC shares in Q2 2014, an estimated $175K.
  • United Capital Financial Advisors first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q2 2013 and held it in 4 quarters.
  • United Capital Financial Advisors's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $394K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.