AWM
NAD icon

Accel Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Accel Wealth Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,695
Closed -$27K – 865
2021
Q2 		$27K Buy
+1,695
New +$26.4K 0.02% 459
2021
Q1 		– Sell
-187
Closed -$3K – 892
2020
Q4 		$3K Buy
+187
New +$2.76K ﹤0.01% 761

Other funds holding NAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's NAD Position: Q3 2021 in Review

Accel Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2021, closing a stake of 1,695 shares — an estimated $27K sold.

Accel Wealth Management first reported a position in NAD in Q4 2020 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 249 funds tracked by Wall St. Rank hold NAD as of Q3 2021.

  • Accel Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 1,695 Nuveen Quality Municipal Income Fund shares in Q3 2021, an estimated $27K.
  • Accel Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $27K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.