Bickling Financial Services’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Bickling Financial Services’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
2022 Q4	$150K	Sell	14,164 -245	-2%	-$2.57K	0.09%	118
2022 Q3	$154K	Buy	14,409 +2	+0%	+$23	0.1%	113
2022 Q2	$170K	Buy	14,407 +2	+0%	+$24	0.11%	117
2022 Q1	$183K	Buy	14,405 +2	+0%	+$28	0.09%	129
2021 Q4	$228K	Buy	14,403 +2	+0%	+$31	0.11%	120
2021 Q3	$221K	Buy	14,401 +3	+0%	+$46	0.11%	110
2021 Q2	$218K	Buy	14,398 +2	+0%	+$30	0.1%	124
2021 Q1	$206K	Buy	14,396 +2	+0%	+$29	0.1%	110
2020 Q4	$210K	Buy	+14,394	New	+$208K	0.13%	92

Other funds holding NMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bickling Financial Services's NMT Position: Q4 2022 in Review

Bickling Financial Services reduced its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 1.7% in Q4 2022, selling an estimated $2.57K and leaving 14,164 shares worth $150K. The position accounts for 0.09% of the portfolio, ranked #118.

Bickling Financial Services first reported a position in NMT in Q4 2020 and has held it in 9 quarters since. The position peaked at $228K in Q4 2021. 29 funds tracked by Wall St. Rank hold NMT as of Q4 2022.

Bickling Financial Services held 14,164 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $150K as of Q4 2022.
Bickling Financial Services sold 245 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2022, an estimated $2.57K.
Nuveen Massachusetts Quality Municipal Income Fund made up 0.09% of Bickling Financial Services's portfolio in Q4 2022, its #118 holding.
Bickling Financial Services first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $228K in Q4 2021.
29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.