Blue Bell Private Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Blue Bell Private Wealth Management’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
2024 Q4	–	Sell	-3,291	Closed	-$38.4K	–	698
2024 Q3	$38.4K	Sell	3,291 -3,049	-48%	-$34.5K	0.01%	398
2024 Q2	$70.4K	Buy	6,340 +2,808	+80%	+$30.1K	0.01%	316
2024 Q1	$38.6K	Buy	+3,532	New	+$37.6K	0.01%	385

Other funds holding NMT

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

MWM

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

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

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

Blue Bell Private Wealth Management sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q4 2024, closing a stake of 3,291 shares — an estimated $38.4K sold.

Blue Bell Private Wealth Management first reported a position in NMT in Q1 2024 and held it in 3 quarters. The position peaked at $70.4K in Q2 2024. 26 funds tracked by Wall St. Rank hold NMT as of Q4 2024.

Blue Bell Private Wealth Management reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 3,291 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2024, an estimated $38.4K.
Blue Bell Private Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2024 and held it in 3 quarters.
Blue Bell Private Wealth Management's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $70.4K in Q2 2024.
26 funds tracked by Wall St. Rank held Nuveen Massachusetts 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.