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BDO Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-2,758
Closed -$31.8K – 1043
2023
Q1 		$31.8K Buy
+2,758
New +$31.9K ﹤0.01% 501
2017
Q4 		– Sell
-72
Closed -$1K – 489
2017
Q3 		$1K Sell
72
-68
-49% -$970 ﹤0.01% 423
2017
Q2 		$2K Buy
+140
New +$1.95K ﹤0.01% 508

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
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BDO Wealth Advisors's NAD Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 2,758 shares — an estimated $31.8K sold.

BDO Wealth Advisors first reported a position in NAD in Q2 2017 and held it in 3 quarters. The position peaked at $31.8K in Q1 2023. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,758 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $31.8K.
  • BDO Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $31.8K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.