American Portfolios Advisors’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

American Portfolios Advisors’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$141K	Sell	12,345 -2,031	-14%	-$27.2K	0.01%	1165
2022 Q2	$190K	Sell	14,376 -2,344	-14%	-$34.2K	0.01%	1066
2022 Q1	$271K	Hold	16,720	–	–	0.01%	1024
2021 Q4	$312K	Buy	+16,720	New	+$304K	0.01%	945

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's NMAI Position: Q3 2022 in Review

American Portfolios Advisors reduced its Nuveen Multi-Asset Income Fund (NMAI) stake by 14% in Q3 2022, selling an estimated $27.2K and leaving 12,345 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #1165.

American Portfolios Advisors first reported a position in NMAI in Q4 2021 and has held it in 4 quarters since. The position peaked at $312K in Q4 2021. 72 funds tracked by Wall St. Rank hold NMAI as of Q3 2022.

American Portfolios Advisors held 12,345 shares of Nuveen Multi-Asset Income Fund worth $141K as of Q3 2022.
American Portfolios Advisors sold 2,031 Nuveen Multi-Asset Income Fund shares in Q3 2022, an estimated $27.2K.
Nuveen Multi-Asset Income Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1165 holding.
American Portfolios Advisors first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and has held it in 4 quarters since.
American Portfolios Advisors's Nuveen Multi-Asset Income Fund position peaked at $312K in Q4 2021.
72 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.