CWM
NAD icon

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

Campbell 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
2020
Q3 		– Sell
-1,179
Closed -$17K – 246
2020
Q2 		$17K Buy
+1,179
New +$16.1K ﹤0.01% 223

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RCM
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BI
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PPA
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Morgan Stanley
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UBS Group
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Campbell Wealth Management's NAD Position: Q3 2020 in Review

Campbell Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2020, closing a stake of 1,179 shares — an estimated $17K sold.

Campbell Wealth Management first reported a position in NAD in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 226 funds tracked by Wall St. Rank hold NAD as of Q3 2020.

  • Campbell Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,179 Nuveen Quality Municipal Income Fund shares in Q3 2020, an estimated $17K.
  • Campbell Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $17K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.