NUVEEN PERFORMANCE PLUS MUN's ticker is NPP and the CUSIP is 67062P108.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $321,000 | -5.0% | 19,438 | -19.3% | 0.27% | +20.8% |
| Q2 2015 | $338,000 | -37.3% | 24,077 | -33.6% | 0.23% | -34.9% |
| Q1 2015 | $539,000 | +20.6% | 36,280 | +17.7% | 0.35% | +13.0% |
| Q3 2014 | $447,000 | -18.9% | 30,821 | -18.1% | 0.31% | -36.0% |
| Q2 2014 | $551,000 | -16.0% | 37,619 | -17.5% | 0.48% | +24.4% |
| Q2 2013 | $656,000 | -35.6% | 45,620 | -28.5% | 0.39% | -30.8% |
| Q1 2013 | $1,018,000 | – | 63,821 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Liberty Street Advisors, Inc. | 126,614 | $1,776,000 | 4.00% |
| JFS WEALTH ADVISORS, LLC | 110,030 | $1,544,000 | 0.79% |
| MARINER INVESTMENT GROUP LLC | 152,225 | $2,136,000 | 0.55% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 147,573 | $2,070,000 | 0.41% |
| Tradewinds Capital Management, LLC | 38,383 | $539,000 | 0.38% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 79,200 | $1,111,000 | 0.29% |
| DOLIVER ADVISORS, LP | 24,077 | $338,000 | 0.23% |
| Oxbow Advisors, LLC | 97,586 | $1,369,000 | 0.18% |
| MAD RIVER INVESTORS | 14,900 | $209,000 | 0.17% |
| Capital Investment Advisors, LLC | 71,279 | $1,000,000 | 0.11% |