ACG Wealth
NAD icon

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

ACG Wealth’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
2022
Q3 		– Sell
-5,639
Closed -$70K – 734
2022
Q2 		$70K Buy
+5,639
New +$71.3K 0.01% 388

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ACG Wealth's NAD Position: Q3 2022 in Review

ACG Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2022, closing a stake of 5,639 shares — an estimated $70K sold.

ACG Wealth first reported a position in NAD in Q2 2022 and held it in 1 quarter. The position peaked at $70K in Q2 2022. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

  • ACG Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 5,639 Nuveen Quality Municipal Income Fund shares in Q3 2022, an estimated $70K.
  • ACG Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Nuveen Quality Municipal Income Fund position peaked at $70K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.