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Baystate Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Baystate Wealth Management’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$21.5K Buy
2,043
+23
+1% +$227 ﹤0.01% 547
2023
Q3 		$19.2K Buy
2,020
+15
+0.7% +$153 ﹤0.01% 485
2023
Q2 		$20.9K Buy
+2,005
New +$20.9K ﹤0.01% 458

Other funds holding NMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

Baystate Wealth Management increased its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 1.1% in Q4 2023, buying an estimated $227 and bringing the position to 2,043 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Baystate Wealth Management first reported a position in NMT in Q2 2023 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold NMT as of Q4 2023.

  • Baystate Wealth Management held 2,043 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $21.5K as of Q4 2023.
  • Baystate Wealth Management bought 23 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2023, an estimated $227.
  • Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #547 holding.
  • Baystate Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q2 2023 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2023.

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