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Ackerman Capital Advisors’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Ackerman Capital Advisors’s Portfolio NMS Stock Details NMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,441
Closed -$141K – 109
2023
Q3 		$141K Buy
14,441
+3,204
+29% +$34.3K 0.04% 93
2023
Q2 		$126K Buy
+11,237
New +$128K 0.03% 99

Other funds holding NMS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ackerman Capital Advisors's NMS Position: Q4 2023 in Review

Ackerman Capital Advisors sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q4 2023, closing a stake of 14,441 shares — an estimated $141K sold.

Ackerman Capital Advisors first reported a position in NMS in Q2 2023 and held it in 2 quarters. The position peaked at $141K in Q3 2023. 20 funds tracked by Wall St. Rank hold NMS as of Q4 2023.

  • Ackerman Capital Advisors reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Ackerman Capital Advisors sold 14,441 Nuveen Minnesota Quality Municipal Income Fund shares in Q4 2023, an estimated $141K.
  • Ackerman Capital Advisors first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2023 and held it in 2 quarters.
  • Ackerman Capital Advisors's Nuveen Minnesota Quality Municipal Income Fund position peaked at $141K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q4 2023.

Based on Ackerman Capital Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.