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AJ Wealth Strategies’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

AJ Wealth Strategies’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25,282
Closed -$341K – 231
2020
Q2 		$341K Sell
25,282
-21,095
-45% -$276K 0.04% 151
2020
Q1 		$609K Buy
+46,377
New +$646K 0.08% 82

Other funds holding NAN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AJ Wealth Strategies's NAN Position: Q3 2020 in Review

AJ Wealth Strategies sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2020, closing a stake of 25,282 shares — an estimated $341K sold.

AJ Wealth Strategies first reported a position in NAN in Q1 2020 and held it in 2 quarters. The position peaked at $609K in Q1 2020. 48 funds tracked by Wall St. Rank hold NAN as of Q3 2020.

  • AJ Wealth Strategies reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 25,282 Nuveen New York Quality Municipal Income Fund shares in Q3 2020, an estimated $341K.
  • AJ Wealth Strategies first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2020 and held it in 2 quarters.
  • AJ Wealth Strategies's Nuveen New York Quality Municipal Income Fund position peaked at $609K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2020.

Based on AJ Wealth Strategies's 13F filing for Q3 2020, filed 16 Nov 2020.