AWA
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ARS Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		– Sell
-11,054
Closed -$167K – 145
2021
Q1 		$167K Buy
+11,054
New +$167K 0.04% 127

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ARS Wealth Advisors's NAD Position: Q2 2021 in Review

ARS Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 11,054 shares — an estimated $167K sold.

ARS Wealth Advisors first reported a position in NAD in Q1 2021 and held it in 1 quarter. The position peaked at $167K in Q1 2021. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

  • ARS Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • ARS Wealth Advisors sold 11,054 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $167K.
  • ARS Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and held it in 1 quarter.
  • ARS Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $167K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.