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BerganKDV Wealth Management’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

BerganKDV Wealth Management’s Portfolio NMS Stock Details NMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,266
Closed -$27K – 1088
2022
Q3 		$27K Buy
+2,266
New +$33.2K ﹤0.01% 450

Other funds holding NMS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BerganKDV Wealth Management's NMS Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q4 2022, closing a stake of 2,266 shares — an estimated $27K sold.

BerganKDV Wealth Management first reported a position in NMS in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 17 funds tracked by Wall St. Rank hold NMS as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,266 Nuveen Minnesota Quality Municipal Income Fund shares in Q4 2022, an estimated $27K.
  • BerganKDV Wealth Management first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Nuveen Minnesota Quality Municipal Income Fund position peaked at $27K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.