WA
NPM

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

WFG 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
2015
Q1 		– Sell
-89
Closed -$1K – 2206
2014
Q4 		$1K Buy
89
+2
+2% +$28 ﹤0.01% 2042
2014
Q3 		$1K Sell
87
-4,999
-98% -$68.3K ﹤0.01% 2060
2014
Q2 		$70K Sell
5,086
-8,747
-63% -$120K 0.01% 788
2014
Q1 		$185K Sell
13,833
-9
-0.1% -$119 0.04% 453
2013
Q4 		$174K Sell
13,842
-920
-6% -$11.6K 0.02% 564
2013
Q3 		$193K Buy
14,762
+12
+0.1% +$152 0.03% 493
2013
Q2 		$200K Buy
+14,750
New +$213K 0.03% 458

Other funds holding NPM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's NPM Position: Q1 2015 in Review

WFG Advisors sold out of NUVEEN PREMIUM INCM MUNI FD II (NPM) in Q1 2015, closing a stake of 89 shares — an estimated $1K sold.

WFG Advisors first reported a position in NPM in Q2 2013 and held it in 7 quarters. The position peaked at $200K in Q2 2013. 73 funds tracked by Wall St. Rank hold NPM as of Q1 2015.

  • WFG Advisors reported no remaining NUVEEN PREMIUM INCM MUNI FD II position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 89 NUVEEN PREMIUM INCM MUNI FD II shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in NUVEEN PREMIUM INCM MUNI FD II in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's NUVEEN PREMIUM INCM MUNI FD II position peaked at $200K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held NUVEEN PREMIUM INCM MUNI FD II as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.