BRWM
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B. Riley Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		– Sell
-21,091
Closed -$282K – 790
2022
Q1 		$282K Sell
21,091
-72
-0.3% -$1.03K 0.02% 470
2021
Q4 		$341K Buy
21,163
+5,442
+35% +$85.2K 0.02% 437
2021
Q3 		$246K Buy
15,721
+693
+5% +$11.2K 0.02% 503
2021
Q2 		$241K Buy
15,028
+93
+0.6% +$1.45K 0.03% 349
2021
Q1 		$226K Sell
14,935
-409
-3% -$6.17K 0.03% 342
2020
Q4 		$236K Sell
15,344
-33,460
-69% -$494K 0.03% 302
2020
Q3 		$709K Buy
48,804
+35,860
+277% +$521K 0.08% 183
2020
Q2 		$182K Sell
12,944
-43,353
-77% -$591K 0.02% 377
2020
Q1 		$773K Buy
56,297
+39,604
+237% +$572K 0.08% 206
2019
Q4 		$244K Buy
16,693
+3,558
+27% +$51.5K 0.04% 322
2019
Q3 		$189K Buy
+13,135
New +$188K 0.03% 347

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Management's NAD Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2022, closing a stake of 21,091 shares — an estimated $282K sold.

B. Riley Wealth Management first reported a position in NAD in Q3 2019 and held it in 11 quarters. The position peaked at $773K in Q1 2020. 259 funds tracked by Wall St. Rank hold NAD as of Q2 2022.

  • B. Riley Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 21,091 Nuveen Quality Municipal Income Fund shares in Q2 2022, an estimated $282K.
  • B. Riley Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and held it in 11 quarters.
  • B. Riley Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $773K in Q1 2020.
  • 259 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.