WAP
NPN

Wealthcare Advisory Partners’s Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest NPN Stock Holding History

Wealthcare Advisory Partners’s Portfolio NPN Stock Details NPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,963
Closed -$30K – 1217
2017
Q3 		$30K Buy
+1,963
New +$30.6K 0.01% 373

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealthcare Advisory Partners's NPN Position: Q4 2017 in Review

Wealthcare Advisory Partners sold out of Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest (NPN) in Q4 2017, closing a stake of 1,963 shares — an estimated $30K sold.

Wealthcare Advisory Partners first reported a position in NPN in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 8 funds tracked by Wall St. Rank hold NPN as of Q4 2017.

  • Wealthcare Advisory Partners reported no remaining Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest position as of Q4 2017 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,963 Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest shares in Q4 2017, an estimated $30K.
  • Wealthcare Advisory Partners first reported a position in Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest in Q3 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest position peaked at $30K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Nuveen Pennsylvania Municipal Value Fund Common shares of beneficial interest as of Q4 2017.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2017, filed 14 Feb 2018.