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

Arcadia 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
2023 Q2	–	Sell	-7,335	Closed	-$84.6K	–	358
2023 Q1	$84.6K	Hold	7,335	–	–	0.02%	187
2022 Q4	$86.6K	Hold	7,335	–	–	0.02%	181
2022 Q3	$81K	Hold	7,335	–	–	0.02%	163
2022 Q2	$91K	Hold	7,335	–	–	0.02%	165
2022 Q1	$98K	Hold	7,335	–	–	0.02%	170
2021 Q4	$118K	Hold	7,335	–	–	0.02%	168
2021 Q3	$115K	Hold	7,335	–	–	0.02%	161
2021 Q2	$117K	Hold	7,335	–	–	0.02%	160
2021 Q1	$111K	Hold	7,335	–	–	0.02%	156
2020 Q4	$113K	Hold	7,335	–	–	0.02%	141
2020 Q3	$107K	Hold	7,335	–	–	0.02%	145
2020 Q2	$103K	Hold	7,335	–	–	0.03%	135
2020 Q1	$101K	Hold	7,335	–	–	0.03%	142
2019 Q4	$107K	Hold	7,335	–	–	0.03%	144
2019 Q3	$105K	Hold	7,335	–	–	0.03%	145
2019 Q2	$103K	Buy	+7,335	New	+$100K	0.03%	147

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

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

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

SIA

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

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arcadia Investment Management's NAD Position: Q2 2023 in Review

Arcadia Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 7,335 shares — an estimated $84.6K sold.

Arcadia Investment Management first reported a position in NAD in Q2 2019 and held it in 16 quarters. The position peaked at $118K in Q4 2021. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

Arcadia Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Arcadia Investment Management sold 7,335 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $84.6K.
Arcadia Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2019 and held it in 16 quarters.
Arcadia Investment Management's Nuveen Quality Municipal Income Fund position peaked at $118K in Q4 2021.
253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on Arcadia Investment Management's 13F filing for Q2 2023, filed 24 Jul 2023.