Anchor Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Anchor Investment Management’s Portfolio NAD Stock Details NAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-20,072	Closed	-$257K	–	833
2018 Q3	$257K	Hold	20,072	–	–	0.06%	262
2018 Q2	$267K	Hold	20,072	–	–	0.07%	255
2018 Q1	$264K	Hold	20,072	–	–	0.07%	256
2017 Q4	$282K	Hold	20,072	–	–	0.07%	240
2017 Q3	$285K	Hold	20,072	–	–	0.08%	233
2017 Q2	$282K	Hold	20,072	–	–	0.09%	199
2017 Q1	$275K	Hold	20,072	–	–	0.09%	197
2016 Q4	$280K	Hold	20,072	–	–	0.1%	179
2016 Q3	$302K	Buy	+20,072	New	+$311K	0.12%	180

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Anchor Investment Management's NAD Position: Q4 2018 in Review

Anchor Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2018, closing a stake of 20,072 shares — an estimated $257K sold.

Anchor Investment Management first reported a position in NAD in Q3 2016 and held it in 9 quarters. The position peaked at $302K in Q3 2016. 179 funds tracked by Wall St. Rank hold NAD as of Q4 2018.

Anchor Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Anchor Investment Management sold 20,072 Nuveen Quality Municipal Income Fund shares in Q4 2018, an estimated $257K.
Anchor Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 9 quarters.
Anchor Investment Management's Nuveen Quality Municipal Income Fund position peaked at $302K in Q3 2016.
179 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2018.

Based on Anchor Investment Management's 13F filing for Q4 2018, filed 3 Jan 2024.