AWM
NAD icon

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

Adams 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
2020
Q4 		– Sell
-1,599
Closed -$23K – 240
2020
Q3 		$23K Buy
+1,599
New +$23.2K 0.02% 142

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Adams Wealth Management's NAD Position: Q4 2020 in Review

Adams Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2020, closing a stake of 1,599 shares — an estimated $23K sold.

Adams Wealth Management first reported a position in NAD in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 240 funds tracked by Wall St. Rank hold NAD as of Q4 2020.

  • Adams Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 1,599 Nuveen Quality Municipal Income Fund shares in Q4 2020, an estimated $23K.
  • Adams Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $23K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.