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

Apriem Advisors’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,200	Closed	-$27K	–	295
2018 Q2	$27K	Buy	+2,200	New	+$28K	0.01%	307
2017 Q2	–	Sell	-2,200	Closed	-$30K	–	400
2017 Q1	$30K	Hold	2,200	–	–	0.01%	291
2016 Q4	$29K	Hold	2,200	–	–	0.01%	295
2016 Q3	$33K	Hold	2,200	–	–	0.01%	272
2016 Q2	$35K	Hold	2,200	–	–	0.01%	266
2016 Q1	$32K	Hold	2,200	–	–	0.01%	255
2015 Q4	$30K	Buy	+2,200	New	+$30K	0.01%	249
2014 Q3	–	Sell	-1,991	Closed	-$27K	–	556
2014 Q2	$27K	Buy	1,991 +991	+99%	+$13K	0.01%	249
2014 Q1	$13K	Buy	+1,000	New	+$12.6K	﹤0.01%	338

Other funds holding NMT

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apriem Advisors's NMT Position: Q3 2018 in Review

Apriem Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q3 2018, closing a stake of 2,200 shares — an estimated $27K sold.

Apriem Advisors first reported a position in NMT in Q1 2014 and held it in 9 quarters. The position peaked at $35K in Q2 2016. 25 funds tracked by Wall St. Rank hold NMT as of Q3 2018.

Apriem Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,200 Nuveen Massachusetts Quality Municipal Income Fund shares in Q3 2018, an estimated $27K.
Apriem Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2014 and held it in 9 quarters.
Apriem Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $35K in Q2 2016.
25 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q3 2018.

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