Burt Wealth Advisors’s Nuveen Maryland Quality Municipal Income Fund NMY Stock Holding History

Burt Wealth Advisors’s Portfolio NMY Stock Details NMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-972	Closed	-$11K	–	409
2018 Q3	$11K	Hold	972	–	–	0.01%	292
2018 Q2	$12K	Hold	972	–	–	0.01%	278
2018 Q1	$12K	Hold	972	–	–	0.01%	282
2017 Q4	$12K	Hold	972	–	–	0.01%	268
2017 Q3	$12K	Sell	972 -200	-17%	-$2.61K	0.01%	259
2017 Q2	$15K	Buy	1,172 +200	+21%	+$2.59K	0.01%	273
2017 Q1	$12K	Sell	972 -200	-17%	-$2.52K	0.01%	251
2016 Q4	$14K	Buy	1,172 +200	+21%	+$2.57K	0.01%	258
2016 Q3	$13K	Hold	972	–	–	0.01%	252
2016 Q2	$13K	Hold	972	–	–	0.01%	253
2016 Q1	$13K	Hold	972	–	–	0.01%	299
2015 Q4	$12K	Hold	972	–	–	0.01%	262
2015 Q3	$11K	Hold	972	–	–	0.01%	243
2015 Q2	$12K	Hold	972	–	–	0.01%	253
2015 Q1	$12K	Buy	+972	New	+$12.4K	0.01%	232

Other funds holding NMY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Burt Wealth Advisors's NMY Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Nuveen Maryland Quality Municipal Income Fund (NMY) in Q4 2018, closing a stake of 972 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in NMY in Q1 2015 and held it in 15 quarters. The position peaked at $15K in Q2 2017. 41 funds tracked by Wall St. Rank hold NMY as of Q4 2018.

Burt Wealth Advisors reported no remaining Nuveen Maryland Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 972 Nuveen Maryland Quality Municipal Income Fund shares in Q4 2018, an estimated $11K.
Burt Wealth Advisors first reported a position in Nuveen Maryland Quality Municipal Income Fund in Q1 2015 and held it in 15 quarters.
Burt Wealth Advisors's Nuveen Maryland Quality Municipal Income Fund position peaked at $15K in Q2 2017.
41 funds tracked by Wall St. Rank held Nuveen Maryland Quality Municipal Income Fund as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.