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Nuveen Calif Perform Plus MU

CUSIP: 67062Q106 | 22 institutional holders

Quarters

Q1 2014Q4 2013Q3 2013Q2 2013
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2014

Guggenheim Capital LLC264,291
0.0% of portfolio›$3.7K
SIT Investment Associates Inc95,736
0.0% of portfolio›$1.3K
Invesco Ltd.67,482
0.0% of portfolio›$934
UBS AG62,475
0.0% of portfolio›$865
Weiss Asset Management LP48,622
0.3% of portfolio›$672
LPL Financial LLC31,305
0.0% of portfolio›$433
Bank of America Corp31,022
0.0% of portfolio›$429
Morgan Stanley22,737
0.0% of portfolio›$314
Whittier Trust Co21,286
0.0% of portfolio›$295
Wells Fargo & Company14,374
0.0% of portfolio›$199
Creative Planning6,788
0.0% of portfolio›$94
Tradewinds Capital Management, LLC5,200
0.0% of portfolio›$72
Unionbancal Corp4,809
0.0% of portfolio›$66
Orion Porfolio Solutions, LLC4,141
0.0% of portfolio›$57
Citigroup Inc4,084
0.0% of portfolio›$56
New England Securities Corp715
0.0% of portfolio›$10
Ladenburg Thalmann Financial Services Inc480
0.0% of portfolio›$7
Tower Research Capital LLC (TRC)368
0.0% of portfolio›$5
Barclays PLC192
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Guggenheim Capital LLC
264,291$3.7K0.0%CoreLowChicago, IL2014-05-16
SIT Investment Associates Inc
95,736$1.3K0.0%YieldLowMinneapolis, MN2014-04-24
Invesco Ltd.
67,482$9340.0%GrowthLowAtlanta, GA2014-05-15
UBS AG
62,475$8650.0%N/AN/AStamford, CT2014-05-16
Weiss Asset Management LP
48,622$6720.3%GrowthVery HighBoston, MA2014-05-14
LPL Financial LLC
31,305$4330.0%IndexVery LowFort Mill, SC2014-05-12
Bank of America Corp
31,022$4290.0%CoreLowCharlotte, NC2014-05-15
Morgan Stanley
22,737$3140.0%CoreLowNew York, NY2014-05-13
Whittier Trust Co
21,286$2950.0%GrowthLowSouth Pasadena, CA2014-05-01
Wells Fargo & Company
14,374$1990.0%CoreLowSan Francisco, CA2014-08-12
Creative Planning
6,788$940.0%IndexVery LowOverland Park, KS2014-04-11
Tradewinds Capital Management, LLC
5,200$720.0%ETFVery HighBellingham, WA2014-09-09
Unionbancal Corp
4,809$660.0%N/AN/ASan Francisco, CA2014-05-05
Orion Porfolio Solutions, LLC
4,141$570.0%CoreLowOmaha, NE2014-05-13
Citigroup Inc
4,084$560.0%CoreMediumNew York, NY2014-05-15
New England Securities Corp
715$100.0%N/AN/ANew York, NY2014-05-21
Ladenburg Thalmann Financial Services Inc
480$70.0%N/AN/AMiami, FL2014-05-15
Tower Research Capital LLC (TRC)
368$50.0%GARPVery HighNew York, NY2014-05-02
Barclays PLC
192$20.0%GrowthMediumLondon, United Kingdom2014-05-15