WP
NQU

WealthPLAN Partners’s NUVEEN QUALITY INCOME MUNI FD NQU Stock Holding History

WealthPLAN Partners’s Portfolio NQU Stock Details NQU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$176K Buy
+42,603
New +$585K 0.03% 291
2015
Q2 		$200K Buy
15,004
+40
+0.3% +$545 0.09% 93
2015
Q1 		$210K Buy
+14,964
New +$211K 0.1% 111

Other funds holding NQU

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's NQU Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in NUVEEN QUALITY INCOME MUNI FD (NQU) in Q4 2015: 42,603 shares worth $176K. The stake represents 0.03% of the portfolio and ranks #291 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in NQU as recently as Q2 2015.

WealthPLAN Partners first reported a position in NQU in Q1 2015 and has held it in 3 quarters since. The position peaked at $210K in Q1 2015. 88 funds tracked by Wall St. Rank hold NQU as of Q4 2015.

  • WealthPLAN Partners held 42,603 shares of NUVEEN QUALITY INCOME MUNI FD worth $176K as of Q4 2015.
  • NUVEEN QUALITY INCOME MUNI FD was a new WealthPLAN Partners position in Q4 2015.
  • NUVEEN QUALITY INCOME MUNI FD made up 0.03% of WealthPLAN Partners's portfolio in Q4 2015, its #291 holding.
  • WealthPLAN Partners first reported a position in NUVEEN QUALITY INCOME MUNI FD in Q1 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's NUVEEN QUALITY INCOME MUNI FD position peaked at $210K in Q1 2015.
  • 88 funds tracked by Wall St. Rank held NUVEEN QUALITY INCOME MUNI FD as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.