AWS
NQP

Aris Wealth Services’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

Aris Wealth Services’s Portfolio NQP Stock Details NQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$4K Hold
300
– – 0.01% 287
2015
Q2 		$4K Buy
+300
New +$4.07K ﹤0.01% 427

Other funds holding NQP

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCA
Samson Capital Advisors New York $228M AUM 0.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aris Wealth Services's NQP Position: Q3 2015 in Review

Aris Wealth Services held its Nuveen Pennsylvania Quality Municipal Income Fund (NQP) position steady in Q3 2015 at 300 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #287.

Aris Wealth Services first reported a position in NQP in Q2 2015 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold NQP as of Q3 2015.

  • Aris Wealth Services held 300 shares of Nuveen Pennsylvania Quality Municipal Income Fund worth $4K as of Q3 2015.
  • Aris Wealth Services left its Nuveen Pennsylvania Quality Municipal Income Fund share count unchanged in Q3 2015.
  • Nuveen Pennsylvania Quality Municipal Income Fund made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #287 holding.
  • Aris Wealth Services first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q2 2015 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.