WA
NPT

Waverly Advisors’s NUVEEN PREM INSD MUNI FD-4 INC NPT Stock Holding History

Waverly 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
2015
Q4 		– Sell
-1,468
Closed -$19K – 460
2015
Q3 		$19K Hold
1,468
– – 0.01% 286
2015
Q2 		$19K Hold
1,468
– – 0.01% 222
2015
Q1 		$20K Hold
1,468
– – 0.01% 193
2014
Q4 		$19K Hold
1,468
– – 0.01% 221
2014
Q3 		$19K Hold
1,468
– – 0.01% 353
2014
Q2 		$19K Hold
1,468
– – 0.01% 345
2014
Q1 		$18K Hold
1,468
– – 0.01% 341
2013
Q4 		$18K Hold
1,468
– – 0.01% 478
2013
Q3 		$17K Buy
+1,468
New +$17.3K 0.01% 378

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's NPT Position: Q4 2015 in Review

Waverly Advisors sold out of NUVEEN PREM INSD MUNI FD-4 INC (NPT) in Q4 2015, closing a stake of 1,468 shares — an estimated $19K sold.

Waverly Advisors first reported a position in NPT in Q3 2013 and held it in 9 quarters. The position peaked at $20K in Q1 2015. 49 funds tracked by Wall St. Rank hold NPT as of Q4 2015.

  • Waverly Advisors reported no remaining NUVEEN PREM INSD MUNI FD-4 INC position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,468 NUVEEN PREM INSD MUNI FD-4 INC shares in Q4 2015, an estimated $19K.
  • Waverly Advisors first reported a position in NUVEEN PREM INSD MUNI FD-4 INC in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's NUVEEN PREM INSD MUNI FD-4 INC position peaked at $20K in Q1 2015.
  • 49 funds tracked by Wall St. Rank held NUVEEN PREM INSD MUNI FD-4 INC as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.