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Boaz Weinstein’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Boaz Weinstein’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,850,371
Closed -$33.5M – 372
2024
Q2 		$33.5M Buy
2,850,371
+460,956
+19% +$5.2M 0.56% 29
2024
Q1 		$27.4M Hold
2,389,415
– – 0.47% 46
2023
Q4 		$27.4M Buy
2,389,415
+869,819
+57% +$9.18M 0.55% 48
2023
Q3 		$15.4M Buy
1,519,596
+1,355,881
+828% +$14.8M 0.37% 69
2023
Q2 		$1.85M Buy
+163,715
New +$1.84M 0.05% 233

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Boaz Weinstein's NAD Position: Q3 2024 in Review

Boaz Weinstein sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 2,850,371 shares — an estimated $33.5M sold.

Boaz Weinstein first reported a position in NAD in Q2 2023 and held it in 5 quarters. The position peaked at $33.5M in Q2 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

  • Boaz Weinstein reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Boaz Weinstein sold 2,850,371 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $33.5M.
  • Boaz Weinstein first reported a position in Nuveen Quality Municipal Income Fund in Q2 2023 and held it in 5 quarters.
  • Boaz Weinstein's Nuveen Quality Municipal Income Fund position peaked at $33.5M in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on Saba Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.