NUVEEN PERFORMANCE PLUS MUN's ticker is NPP and the CUSIP is 67062P108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $89,000 | -41.1% | 5,301 | -44.7% | 0.00% | – |
| Q1 2016 | $151,000 | +164.9% | 9,590 | +146.4% | 0.00% | – |
| Q4 2015 | $57,000 | -74.1% | 3,892 | -74.9% | 0.00% | – |
| Q3 2015 | $220,000 | +1.4% | 15,484 | +0.0% | 0.00% | – |
| Q2 2015 | $217,000 | +167.9% | 15,480 | +182.8% | 0.00% | – |
| Q1 2015 | $81,000 | +268.2% | 5,474 | +264.9% | 0.00% | – |
| Q4 2014 | $22,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q3 2014 | $22,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2014 | $22,000 | -56.0% | 1,500 | -57.1% | 0.00% | – |
| Q1 2014 | $50,000 | +150.0% | 3,500 | +133.3% | 0.00% | – |
| Q4 2013 | $20,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q3 2013 | $20,000 | -9.1% | 1,500 | 0.0% | 0.00% | – |
| Q2 2013 | $22,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Liberty Street Advisors, Inc. | 119,188 | $1,772,000 | 4.49% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 237,411 | $3,530,000 | 0.79% |
| JFS WEALTH ADVISORS, LLC | 105,134 | $1,563,000 | 0.73% |
| MARINER INVESTMENT GROUP LLC | 157,410 | $2,341,000 | 0.63% |
| PT ASSET MANAGEMENT, LLC | 106,177 | $1,579,000 | 0.41% |
| Tradewinds Capital Management, LLC | 36,283 | $540,000 | 0.40% |
| Oxbow Advisors, LLC | 168,997 | $2,513,000 | 0.37% |
| DOLIVER ADVISORS, LP | 36,280 | $539,000 | 0.35% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 75,800 | $1,127,000 | 0.28% |
| MACKAY SHIELDS LLC | 312,561 | $4,648,000 | 0.25% |