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Allworth Financial’s Nuveen Municipal Income NMI Stock Holding History

Allworth Financial’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
2021
Q1 		– Sell
-807
Closed -$9K – 1576
2020
Q4 		$9K Buy
+807
New +$9.13K ﹤0.01% 862

Other funds holding NMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Allworth Financial's NMI Position: Q1 2021 in Review

Allworth Financial sold out of Nuveen Municipal Income (NMI) in Q1 2021, closing a stake of 807 shares — an estimated $9K sold.

Allworth Financial first reported a position in NMI in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 29 funds tracked by Wall St. Rank hold NMI as of Q1 2021.

  • Allworth Financial reported no remaining Nuveen Municipal Income position as of Q1 2021 after selling out during the quarter.
  • Allworth Financial sold 807 Nuveen Municipal Income shares in Q1 2021, an estimated $9K.
  • Allworth Financial first reported a position in Nuveen Municipal Income in Q4 2020 and held it in 1 quarter.
  • Allworth Financial's Nuveen Municipal Income position peaked at $9K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.