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Berman Capital Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Berman Capital 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
2020
Q4 		– Sell
-2,594
Closed -$37K – 1765
2020
Q3 		$37K Buy
+2,594
New +$37.7K 0.01% 422

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Berman Capital Advisors's NAD Position: Q4 2020 in Review

Berman Capital Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2020, closing a stake of 2,594 shares — an estimated $37K sold.

Berman Capital Advisors first reported a position in NAD in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 240 funds tracked by Wall St. Rank hold NAD as of Q4 2020.

  • Berman Capital Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,594 Nuveen Quality Municipal Income Fund shares in Q4 2020, an estimated $37K.
  • Berman Capital Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Nuveen Quality Municipal Income Fund position peaked at $37K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.