AF
NAD icon

Advisornet Financial’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-1,512
Closed -$17.3K – 2351
2023
Q4 		$17.3K Sell
1,512
-934
-38% -$9.86K ﹤0.01% 1130
2023
Q3 		$24.8K Sell
2,446
-2,000
-45% -$21.8K ﹤0.01% 967
2023
Q2 		$50.1K Sell
4,446
-400
-8% -$4.5K ﹤0.01% 813
2023
Q1 		$55.9K Sell
4,846
-20,007
-81% -$232K 0.01% 769
2022
Q4 		$293K Buy
24,853
+1,861
+8% +$20.9K 0.03% 397
2022
Q3 		$253K Hold
22,992
– – 0.03% 457
2022
Q2 		$287K Buy
22,992
+17,976
+358% +$227K 0.03% 425
2022
Q1 		$67K Sell
5,016
-3,065
-38% -$44K ﹤0.01% 871
2021
Q4 		$130K Hold
8,081
– – 0.01% 706
2021
Q3 		$126K Hold
8,081
– – 0.01% 712
2021
Q2 		$129K Buy
8,081
+1,735
+27% +$27K 0.01% 706
2021
Q1 		$96K Sell
6,346
-451
-7% -$6.8K 0.01% 760
2020
Q4 		$104K Buy
6,797
+534
+9% +$7.89K 0.01% 681
2020
Q3 		$91K Buy
6,263
+863
+16% +$12.5K 0.01% 701
2020
Q2 		$76K Sell
5,400
-4,307
-44% -$58.8K 0.01% 749
2020
Q1 		$133K Sell
9,707
-1,707
-15% -$24.7K 0.01% 550
2019
Q4 		$167K Buy
11,414
+6,627
+138% +$95.8K 0.01% 545
2019
Q3 		$69K Sell
4,787
-490
-9% -$7.03K 0.01% 790
2019
Q2 		$74K Buy
+5,277
New +$72.1K 0.01% 692
2018
Q4 		– Sell
-1,028
Closed -$13K – 1539
2018
Q3 		$13K Buy
+1,028
New +$13.5K ﹤0.01% 1066

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Advisornet Financial's NAD Position: Q1 2024 in Review

Advisornet Financial sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2024, closing a stake of 1,512 shares — an estimated $17.3K sold.

Advisornet Financial first reported a position in NAD in Q3 2018 and held it in 20 quarters. The position peaked at $293K in Q4 2022. 271 funds tracked by Wall St. Rank hold NAD as of Q1 2024.

  • Advisornet Financial reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 1,512 Nuveen Quality Municipal Income Fund shares in Q1 2024, an estimated $17.3K.
  • Advisornet Financial first reported a position in Nuveen Quality Municipal Income Fund in Q3 2018 and held it in 20 quarters.
  • Advisornet Financial's Nuveen Quality Municipal Income Fund position peaked at $293K in Q4 2022.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.