Capital Advisors Inc’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-18,775
Closed -$215K 321
2024
Q1
$215K Buy
+18,775
New +$212K ﹤0.01% 287

Other funds holding NAD

Capital Advisors Inc's NAD Position: Q2 2024 in Review

Capital Advisors Inc sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2024, closing a stake of 18,775 shares — an estimated $215K sold.

Capital Advisors Inc first reported a position in NAD in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 276 funds tracked by Wall St. Rank hold NAD as of Q2 2024.

  • Capital Advisors Inc reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 18,775 Nuveen Quality Municipal Income Fund shares in Q2 2024, an estimated $215K.
  • Capital Advisors Inc first reported a position in Nuveen Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Inc's Nuveen Quality Municipal Income Fund position peaked at $215K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2024.

Based on Capital Advisors Inc's 13F filing for Q2 2024, filed 31 Jul 2024.