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

Arkadios Wealth 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
2021
Q4 		– Sell
-100
Closed -$1K – 1346
2021
Q3 		$1K Hold
100
– – ﹤0.01% 1822
2021
Q2 		$1K Hold
100
– – ﹤0.01% 1910
2021
Q1 		$1K Hold
100
– – ﹤0.01% 1598
2020
Q4 		$1K Buy
+100
New +$1.44K ﹤0.01% 1329

Other funds holding NMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Arkadios Wealth Advisors's NMT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in NMT in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 23 funds tracked by Wall St. Rank hold NMT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $1K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.