BIG
NUO

Bellwether Investment Group’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Bellwether Investment Group’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-74
Closed -$1K – 772
2017
Q1 		$1K Hold
74
– – ﹤0.01% 762
2016
Q4 		$1K Buy
+74
New +$1.12K ﹤0.01% 972

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellwether Investment Group's NUO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2017, closing a stake of 74 shares — an estimated $1K sold.

Bellwether Investment Group first reported a position in NUO in Q4 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2017. 34 funds tracked by Wall St. Rank hold NUO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 74 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2017, an estimated $1K.
  • Bellwether Investment Group first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Nuveen Ohio Quality Municipal Income Fund position peaked at $1K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.