AWS
NUM

Aris Wealth Services’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Aris Wealth Services’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$52K Hold
3,930
– – 0.11% 83
2015
Q2 		$52K Hold
3,930
– – 0.05% 211
2015
Q1 		$55K Buy
+3,930
New +$54.6K 0.05% 199

Other funds holding NUM

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Aris Wealth Services held its Nuveen Michigan Quality Municipal Income Fund (NUM) position steady in Q3 2015 at 3,930 shares worth $52K. The position accounts for 0.11% of the portfolio, ranked #83.

Aris Wealth Services first reported a position in NUM in Q1 2015 and has held it in 3 quarters since. The position peaked at $55K in Q1 2015. 37 funds tracked by Wall St. Rank hold NUM as of Q3 2015.

  • Aris Wealth Services held 3,930 shares of Nuveen Michigan Quality Municipal Income Fund worth $52K as of Q3 2015.
  • Aris Wealth Services left its Nuveen Michigan Quality Municipal Income Fund share count unchanged in Q3 2015.
  • Nuveen Michigan Quality Municipal Income Fund made up 0.11% of Aris Wealth Services's portfolio in Q3 2015, its #83 holding.
  • Aris Wealth Services first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Nuveen Michigan Quality Municipal Income Fund position peaked at $55K in Q1 2015.
  • 37 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q3 2015.

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