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Capital Analysts LLC’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Capital Analysts LLC’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
2025
Q3 		– Sell
-834
Closed -$10K – 1470
2025
Q2 		$10K Buy
+834
New +$9.39K ﹤0.01% 1149
2021
Q4 		– Sell
-792
Closed -$12K – 1020
2021
Q3 		$12K Buy
+792
New +$12K ﹤0.01% 769

Other funds holding NAN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Analysts LLC's NAN Position: Q3 2025 in Review

Capital Analysts LLC sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2025, closing a stake of 834 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in NAN in Q3 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 54 funds tracked by Wall St. Rank hold NAN as of Q3 2025.

  • Capital Analysts LLC reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 834 Nuveen New York Quality Municipal Income Fund shares in Q3 2025, an estimated $10K.
  • Capital Analysts LLC first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2021 and held it in 2 quarters.
  • Capital Analysts LLC's Nuveen New York Quality Municipal Income Fund position peaked at $12K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.