Cambridge Trust’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Cambridge Trust’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-570	Closed	-$7.01K	–	704
2023 Q4	$7.01K	Buy	+570	New	+$6.53K	﹤0.01%	603

Other funds holding NMAI

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Trust's NMAI Position: Q1 2024 in Review

Cambridge Trust sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2024, closing a stake of 570 shares — an estimated $7.01K sold.

Cambridge Trust first reported a position in NMAI in Q4 2023 and held it in 1 quarter. The position peaked at $7.01K in Q4 2023. 71 funds tracked by Wall St. Rank hold NMAI as of Q1 2024.

Cambridge Trust reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2024 after selling out during the quarter.
Cambridge Trust sold 570 Nuveen Multi-Asset Income Fund shares in Q1 2024, an estimated $7.01K.
Cambridge Trust first reported a position in Nuveen Multi-Asset Income Fund in Q4 2023 and held it in 1 quarter.
Cambridge Trust's Nuveen Multi-Asset Income Fund position peaked at $7.01K in Q4 2023.
71 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.