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Blue Bell Private Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,000
Closed -$23.6K – 692
2024
Q3 		$23.6K Hold
2,000
– – ﹤0.01% 453
2024
Q2 		$22.5K Hold
2,000
– – ﹤0.01% 446
2024
Q1 		$21.9K Buy
+2,000
New +$21.9K ﹤0.01% 453

Other funds holding NAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Blue Bell Private Wealth Management's NAN Position: Q4 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2024, closing a stake of 2,000 shares — an estimated $23.6K sold.

Blue Bell Private Wealth Management first reported a position in NAN in Q1 2024 and held it in 3 quarters. The position peaked at $23.6K in Q3 2024. 47 funds tracked by Wall St. Rank hold NAN as of Q4 2024.

  • Blue Bell Private Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 2,000 Nuveen New York Quality Municipal Income Fund shares in Q4 2024, an estimated $23.6K.
  • Blue Bell Private Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2024 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $23.6K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.