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Calton & Associates’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Calton & Associates’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,278
Closed -$71K – 936
2017
Q4 		$71K Buy
+5,278
New +$73.6K 0.02% 570

Other funds holding NAN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calton & Associates's NAN Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2018, closing a stake of 5,278 shares — an estimated $71K sold.

Calton & Associates first reported a position in NAN in Q4 2017 and held it in 1 quarter. The position peaked at $71K in Q4 2017. 41 funds tracked by Wall St. Rank hold NAN as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 5,278 Nuveen New York Quality Municipal Income Fund shares in Q1 2018, an estimated $71K.
  • Calton & Associates first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen New York Quality Municipal Income Fund position peaked at $71K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.