UFA
NPM

US Financial Advisors’s NUVEEN PREMIUM INCM MUNI FD II NPM Stock Holding History

US Financial Advisors’s Portfolio NPM Stock Details NPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-675
Closed -$10K – 475
2016
Q1 		$10K Hold
675
– – 0.02% 220
2015
Q4 		$10K Buy
+675
New +$9.36K 0.01% 323

Other funds holding NPM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

US Financial Advisors's NPM Position: Q2 2016 in Review

US Financial Advisors sold out of NUVEEN PREMIUM INCM MUNI FD II (NPM) in Q2 2016, closing a stake of 675 shares — an estimated $10K sold.

US Financial Advisors first reported a position in NPM in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2016. 83 funds tracked by Wall St. Rank hold NPM as of Q2 2016.

  • US Financial Advisors reported no remaining NUVEEN PREMIUM INCM MUNI FD II position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 675 NUVEEN PREMIUM INCM MUNI FD II shares in Q2 2016, an estimated $10K.
  • US Financial Advisors first reported a position in NUVEEN PREMIUM INCM MUNI FD II in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's NUVEEN PREMIUM INCM MUNI FD II position peaked at $10K in Q1 2016.
  • 83 funds tracked by Wall St. Rank held NUVEEN PREMIUM INCM MUNI FD II as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.