Baystate Wealth Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Baystate Wealth Management’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 Q4	$5.47K	Buy	+444	New	+$5.08K	﹤0.01%	867

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

SIA

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

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

HBCM

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

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

CCP

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

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

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baystate Wealth Management's NMAI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q4 2023: 444 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings.

65 funds tracked by Wall St. Rank hold NMAI as of Q4 2023.

Baystate Wealth Management held 444 shares of Nuveen Multi-Asset Income Fund worth $5.47K as of Q4 2023.
Nuveen Multi-Asset Income Fund was a new Baystate Wealth Management position in Q4 2023.
Nuveen Multi-Asset Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #867 holding.
65 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.