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Blue Trust Inc’s Nuveen Municipal Income NMI Stock Holding History

Blue Trust Inc’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
2023
Q3 		– Sell
-648
Closed -$6K – 2213
2023
Q2 		$6K Buy
+648
New +$6.16K ﹤0.01% 1475

Other funds holding NMI

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Blue Trust Inc's NMI Position: Q3 2023 in Review

Blue Trust Inc sold out of Nuveen Municipal Income (NMI) in Q3 2023, closing a stake of 648 shares — an estimated $6K sold.

Blue Trust Inc first reported a position in NMI in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 27 funds tracked by Wall St. Rank hold NMI as of Q3 2023.

  • Blue Trust Inc reported no remaining Nuveen Municipal Income position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 648 Nuveen Municipal Income shares in Q3 2023, an estimated $6K.
  • Blue Trust Inc first reported a position in Nuveen Municipal Income in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's Nuveen Municipal Income position peaked at $6K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.