Aevitas Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Aevitas Wealth Management’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,417	Closed	-$68K	–	248
2019 Q1	$68K	Hold	5,417	–	–	0.06%	163
2018 Q4	$64K	Hold	5,417	–	–	0.07%	157
2018 Q3	$65K	Hold	5,417	–	–	0.06%	174
2018 Q2	$67K	Hold	5,417	–	–	0.07%	163
2018 Q1	$70K	Hold	5,417	–	–	0.07%	158
2017 Q4	$77K	Buy	+5,417	New	+$77.8K	0.07%	154

Other funds holding NMT

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

Aevitas Wealth Management's NMT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2019, closing a stake of 5,417 shares — an estimated $68K sold.

Aevitas Wealth Management first reported a position in NMT in Q4 2017 and held it in 6 quarters. The position peaked at $77K in Q4 2017. 24 funds tracked by Wall St. Rank hold NMT as of Q2 2019.

Aevitas Wealth Management reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 5,417 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2019, an estimated $68K.
Aevitas Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $77K in Q4 2017.
24 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.