Blue Bell Private Wealth Management’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Blue Bell Private 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
2024 Q3	–	Sell	-1,900	Closed	-$21.6K	–	706
2024 Q2	$21.6K	Buy	+1,900	New	+$20.9K	﹤0.01%	452

Other funds holding NMS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Blue Bell Private Wealth Management's NMS Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q3 2024, closing a stake of 1,900 shares — an estimated $21.6K sold.

Blue Bell Private Wealth Management first reported a position in NMS in Q2 2024 and held it in 1 quarter. The position peaked at $21.6K in Q2 2024. 15 funds tracked by Wall St. Rank hold NMS as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,900 Nuveen Minnesota Quality Municipal Income Fund shares in Q3 2024, an estimated $21.6K.
Blue Bell Private Wealth Management first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2024 and held it in 1 quarter.
Blue Bell Private Wealth Management's Nuveen Minnesota Quality Municipal Income Fund position peaked at $21.6K in Q2 2024.
15 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.