AWG
NUO

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

Altus Wealth 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
2021
Q1 		– Sell
-6,370
Closed -$100K – 856
2020
Q4 		$100K Buy
+6,370
New +$98K 0.1% 139

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Altus Wealth Group's NUO Position: Q1 2021 in Review

Altus Wealth Group sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q1 2021, closing a stake of 6,370 shares — an estimated $100K sold.

Altus Wealth Group first reported a position in NUO in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 44 funds tracked by Wall St. Rank hold NUO as of Q1 2021.

  • Altus Wealth Group reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 6,370 Nuveen Ohio Quality Municipal Income Fund shares in Q1 2021, an estimated $100K.
  • Altus Wealth Group first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Nuveen Ohio Quality Municipal Income Fund position peaked at $100K in Q4 2020.
  • 44 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.