CWM
NAD icon

Cabot Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cabot Wealth Management’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
2013
Q3 		– Sell
-14,085
Closed -$194K – 170
2013
Q2 		$194K Buy
+14,085
New +$207K 0.07% 173

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Cabot Wealth Management's NAD Position: Q3 2013 in Review

Cabot Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2013, closing a stake of 14,085 shares — an estimated $194K sold.

Cabot Wealth Management first reported a position in NAD in Q2 2013 and held it in 1 quarter. The position peaked at $194K in Q2 2013. 55 funds tracked by Wall St. Rank hold NAD as of Q3 2013.

  • Cabot Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 14,085 Nuveen Quality Municipal Income Fund shares in Q3 2013, an estimated $194K.
  • Cabot Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $194K in Q2 2013.
  • 55 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.