AG
NUO

Advisor Group’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Advisor Group’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$99K Sell
6,398
-3,499
-35% -$54.6K ﹤0.01% 2955
2019
Q3 		$156K Buy
9,897
+19
+0.2% +$293 ﹤0.01% 2523
2019
Q2 		$147K Buy
9,878
+21
+0.2% +$310 ﹤0.01% 2556
2019
Q1 		$143K Buy
9,857
+14
+0.1% +$197 ﹤0.01% 2563
2018
Q4 		$131K Buy
+9,843
New +$131K ﹤0.01% 2420

Other funds holding NUO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's NUO Position: Q4 2019 in Review

Advisor Group reduced its Nuveen Ohio Quality Municipal Income Fund (NUO) stake by 35% in Q4 2019, selling an estimated $54.6K and leaving 6,398 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Advisor Group first reported a position in NUO in Q4 2018 and has held it in 5 quarters since. The position peaked at $156K in Q3 2019. 37 funds tracked by Wall St. Rank hold NUO as of Q4 2019.

  • Advisor Group held 6,398 shares of Nuveen Ohio Quality Municipal Income Fund worth $99K as of Q4 2019.
  • Advisor Group sold 3,499 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2019, an estimated $54.6K.
  • Nuveen Ohio Quality Municipal Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2955 holding.
  • Advisor Group first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Nuveen Ohio Quality Municipal Income Fund position peaked at $156K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2019.

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