Atwood & Palmer’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Atwood & Palmer’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,110	Closed	-$35.7K	–	386
2022 Q4	$35.7K	Hold	3,110	–	–	﹤0.01%	236
2022 Q3	$35K	Hold	3,110	–	–	﹤0.01%	222
2022 Q2	$41K	Hold	3,110	–	–	﹤0.01%	225
2022 Q1	$50K	Hold	3,110	–	–	﹤0.01%	221
2021 Q4	$58K	Buy	+3,110	New	+$56.6K	﹤0.01%	221

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Atwood & Palmer's NMAI Position: Q1 2023 in Review

Atwood & Palmer sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2023, closing a stake of 3,110 shares — an estimated $35.7K sold.

Atwood & Palmer first reported a position in NMAI in Q4 2021 and held it in 5 quarters. The position peaked at $58K in Q4 2021. 74 funds tracked by Wall St. Rank hold NMAI as of Q1 2023.

Atwood & Palmer reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 3,110 Nuveen Multi-Asset Income Fund shares in Q1 2023, an estimated $35.7K.
Atwood & Palmer first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and held it in 5 quarters.
Atwood & Palmer's Nuveen Multi-Asset Income Fund position peaked at $58K in Q4 2021.
74 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.