Apriem Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Apriem Advisors’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 Q3	–	Sell	-5,689	Closed	-$76K	–	288
2018 Q2	$76K	Buy	+5,689	New	+$74.8K	0.02%	204
2017 Q2	–	Sell	-5,789	Closed	-$79K	–	394
2017 Q1	$79K	Hold	5,789	–	–	0.02%	191
2016 Q4	$81K	Sell	5,789 -301	-5%	-$4.19K	0.02%	182
2016 Q3	$92K	Buy	+6,090	New	+$94.5K	0.03%	174

Other funds holding NAD

KIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

RCM

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

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

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

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

RCM

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

Apriem Advisors's NAD Position: Q3 2018 in Review

Apriem Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2018, closing a stake of 5,689 shares — an estimated $76K sold.

Apriem Advisors first reported a position in NAD in Q3 2016 and held it in 4 quarters. The position peaked at $92K in Q3 2016. 175 funds tracked by Wall St. Rank hold NAD as of Q3 2018.

Apriem Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 5,689 Nuveen Quality Municipal Income Fund shares in Q3 2018, an estimated $76K.
Apriem Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 4 quarters.
Apriem Advisors's Nuveen Quality Municipal Income Fund position peaked at $92K in Q3 2016.
175 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.