Avantax Planning Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-2,063	Closed	-$26K	–	867
2018 Q3	$26K	Buy	+2,063	New	+$27.1K	﹤0.01%	639
2018 Q2	–	Sell	-2,044	Closed	-$27K	–	1014
2018 Q1	$27K	Buy	+2,044	New	+$27.3K	﹤0.01%	679

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

SIA

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Avantax Planning Partners's NAD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2018, closing a stake of 2,063 shares — an estimated $26K sold.

Avantax Planning Partners first reported a position in NAD in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 179 funds tracked by Wall St. Rank hold NAD as of Q4 2018.

Avantax Planning Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,063 Nuveen Quality Municipal Income Fund shares in Q4 2018, an estimated $26K.
Avantax Planning Partners first reported a position in Nuveen Quality Municipal Income Fund in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Nuveen Quality Municipal Income Fund position peaked at $27K in Q1 2018.
179 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.