WA
NPP

WFG Advisors’s NUVEEN PERFORMANCE+MUN FUND NPP Stock Holding History

WFG Advisors’s Portfolio NPP Stock Details NPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,412
Closed -$33K – 2351
2013
Q4 		$33K Hold
2,412
– – ﹤0.01% 1147
2013
Q3 		$33K Hold
2,412
– – 0.01% 1087
2013
Q2 		$35K Buy
+2,412
New +$37.1K 0.01% 1021

Other funds holding NPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's NPP Position: Q1 2014 in Review

WFG Advisors sold out of NUVEEN PERFORMANCE+MUN FUND (NPP) in Q1 2014, closing a stake of 2,412 shares — an estimated $33K sold.

WFG Advisors first reported a position in NPP in Q2 2013 and held it in 3 quarters. The position peaked at $35K in Q2 2013. 63 funds tracked by Wall St. Rank hold NPP as of Q1 2014.

  • WFG Advisors reported no remaining NUVEEN PERFORMANCE+MUN FUND position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 2,412 NUVEEN PERFORMANCE+MUN FUND shares in Q1 2014, an estimated $33K.
  • WFG Advisors first reported a position in NUVEEN PERFORMANCE+MUN FUND in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's NUVEEN PERFORMANCE+MUN FUND position peaked at $35K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held NUVEEN PERFORMANCE+MUN FUND as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.