Advisor Group’s Nuveen Municipal Income NMI Stock Holding History

Advisor Group’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$202K	Buy	17,815 +10,080	+130%	+$114K	﹤0.01%	2385
2019 Q3	$89K	Buy	7,735 +500	+7%	+$5.71K	﹤0.01%	2971
2019 Q2	$82K	Hold	7,235	–	–	﹤0.01%	3005
2019 Q1	$79K	Sell	7,235 -1,772	-20%	-$18.9K	﹤0.01%	3059
2018 Q4	$92K	Sell	9,007 -5,772	-39%	-$58.6K	﹤0.01%	2713
2018 Q3	$151K	Buy	14,779 +7,050	+91%	+$76.6K	﹤0.01%	2402
2018 Q2	$88K	Hold	7,729	–	–	﹤0.01%	2626
2018 Q1	$90K	Buy	7,729 +500	+7%	+$5.65K	﹤0.01%	2633
2017 Q4	$84K	Hold	7,229	–	–	﹤0.01%	2707
2017 Q3	$83K	Buy	7,229 +1,735	+32%	+$20.3K	﹤0.01%	2560
2017 Q2	$64K	Buy	5,494 +3,544	+182%	+$43K	﹤0.01%	2649
2017 Q1	$24K	Hold	1,950	–	–	﹤0.01%	3255
2016 Q4	$22K	Hold	1,950	–	–	﹤0.01%	3167
2016 Q3	$25K	Hold	1,950	–	–	﹤0.01%	3018
2016 Q2	$25K	Buy	+1,950	New	+$24.6K	﹤0.01%	2923

Other funds holding NMI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's NMI Position: Q4 2019 in Review

Advisor Group increased its Nuveen Municipal Income (NMI) stake by 130% in Q4 2019, buying an estimated $114K and bringing the position to 17,815 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Advisor Group first reported a position in NMI in Q2 2016 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold NMI as of Q4 2019.

Advisor Group held 17,815 shares of Nuveen Municipal Income worth $202K as of Q4 2019.
Advisor Group bought 10,080 Nuveen Municipal Income shares in Q4 2019, an estimated $114K.
Nuveen Municipal Income made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2385 holding.
Advisor Group first reported a position in Nuveen Municipal Income in Q2 2016 and has held it in 15 quarters since.
28 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.