NUVEEN PERFORMANCE PLUS MUN's ticker is NPP and the CUSIP is 67062P108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $261,000 | +5.2% | 15,815 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $248,000 | +4.6% | 15,815 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $237,000 | +5.8% | 15,815 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $224,000 | +0.9% | 15,815 | 0.0% | 0.01% | +10.0% |
| Q2 2015 | $222,000 | -13.3% | 15,815 | -8.2% | 0.01% | -16.7% |
| Q1 2015 | $256,000 | +0.8% | 17,225 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $254,000 | +1.6% | 17,225 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $250,000 | -1.2% | 17,225 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $253,000 | +1.6% | 17,225 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $249,000 | +6.9% | 17,225 | 0.0% | 0.01% | +8.3% |
| Q4 2013 | $233,000 | -7.9% | 17,225 | -8.0% | 0.01% | -14.3% |
| Q3 2013 | $253,000 | +48.8% | 18,725 | +58.4% | 0.01% | +40.0% |
| Q2 2013 | $170,000 | – | 11,820 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Oxbow Advisors, LLC | 265,726 | $3,975,000 | 0.50% |
| JFS WEALTH ADVISORS, LLC | 113,934 | $1,704,000 | 0.49% |
| Tradewinds Capital Management, LLC | 45,483 | $680,000 | 0.49% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 138,523 | $2,072,000 | 0.35% |
| MAD RIVER INVESTORS | 14,900 | $223,000 | 0.28% |
| MACKAY SHIELDS LLC | 258,986 | $3,874,000 | 0.21% |
| MARINER INVESTMENT GROUP LLC | 46,618 | $697,000 | 0.16% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 39,662 | $593,000 | 0.13% |
| Capital Investment Advisors, LLC | 72,079 | $1,078,000 | 0.11% |
| USCA RIA LLC | 30,425 | $455,000 | 0.10% |