AIM
NUM

Advantage Investment Management’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Advantage Investment Management’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,050
Closed -$14K – 1108
2017
Q3 		$14K Hold
1,050
– – ﹤0.01% 622
2017
Q2 		$14K Buy
1,050
+350
+50% +$4.76K ﹤0.01% 642
2017
Q1 		$9K Hold
700
– – ﹤0.01% 717
2016
Q4 		$9K Buy
+700
New +$9.61K ﹤0.01% 659

Other funds holding NUM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
SIA
Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's NUM Position: Q4 2017 in Review

Advantage Investment Management sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q4 2017, closing a stake of 1,050 shares — an estimated $14K sold.

Advantage Investment Management first reported a position in NUM in Q4 2016 and held it in 4 quarters. The position peaked at $14K in Q3 2017. 46 funds tracked by Wall St. Rank hold NUM as of Q4 2017.

  • Advantage Investment Management reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 1,050 Nuveen Michigan Quality Municipal Income Fund shares in Q4 2017, an estimated $14K.
  • Advantage Investment Management first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q4 2016 and held it in 4 quarters.
  • Advantage Investment Management's Nuveen Michigan Quality Municipal Income Fund position peaked at $14K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.