WCM
NPI

Windsor Capital Management’s NUVEEN PREMIUN INC MUN FUND NPI Stock Holding History

Windsor Capital Management’s Portfolio NPI Stock Details NPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$13K – 532
2015
Q3 		$13K Buy
+1,000
New +$13.2K 0.01% 310
2014
Q1 		– Sell
-1,000
Closed -$12K – 353
2013
Q4 		$12K Hold
1,000
– – 0.01% 316
2013
Q3 		$13K Hold
1,000
– – 0.01% 322
2013
Q2 		$13K Buy
+1,000
New +$14.1K 0.01% 308

Other funds holding NPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Windsor Capital Management's NPI Position: Q4 2015 in Review

Windsor Capital Management sold out of NUVEEN PREMIUN INC MUN FUND (NPI) in Q4 2015, closing a stake of 1,000 shares — an estimated $13K sold.

Windsor Capital Management first reported a position in NPI in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2015. 82 funds tracked by Wall St. Rank hold NPI as of Q4 2015.

  • Windsor Capital Management reported no remaining NUVEEN PREMIUN INC MUN FUND position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 1,000 NUVEEN PREMIUN INC MUN FUND shares in Q4 2015, an estimated $13K.
  • Windsor Capital Management first reported a position in NUVEEN PREMIUN INC MUN FUND in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's NUVEEN PREMIUN INC MUN FUND position peaked at $13K in Q3 2015.
  • 82 funds tracked by Wall St. Rank held NUVEEN PREMIUN INC MUN FUND as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.