Biltmore Family Office’s Nuveen Municipal Income NMI Stock Holding History

Biltmore Family Office’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-72,203	Closed	-$827K	–	232
2021 Q4	$827K	Buy	+72,203	New	+$846K	0.16%	92
2021 Q3	–	Sell	-68,714	Closed	-$815K	–	217
2021 Q2	$815K	Buy	+68,714	New	+$798K	0.23%	76
2021 Q1	–	Sell	-68,034	Closed	-$775K	–	187
2020 Q4	$775K	Buy	+68,034	New	+$770K	0.23%	65

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAM

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

Biltmore Family Office's NMI Position: Q1 2022 in Review

Biltmore Family Office sold out of Nuveen Municipal Income (NMI) in Q1 2022, closing a stake of 72,203 shares — an estimated $827K sold.

Biltmore Family Office first reported a position in NMI in Q4 2020 and held it in 3 quarters. The position peaked at $827K in Q4 2021. 29 funds tracked by Wall St. Rank hold NMI as of Q1 2022.

Biltmore Family Office reported no remaining Nuveen Municipal Income position as of Q1 2022 after selling out during the quarter.
Biltmore Family Office sold 72,203 Nuveen Municipal Income shares in Q1 2022, an estimated $827K.
Biltmore Family Office first reported a position in Nuveen Municipal Income in Q4 2020 and held it in 3 quarters.
Biltmore Family Office's Nuveen Municipal Income position peaked at $827K in Q4 2021.
29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2022.

Based on Biltmore Family Office's 13F filing for Q1 2022, filed 12 May 2022.