CAL
NUO

Capital Analysts LLC’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Capital Analysts LLC’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,450
Closed -$67.6K – 407
2015
Q1 		$67.6K Hold
4,450
– – 0.01% 246
2014
Q4 		$68.2K Hold
4,450
– – 0.02% 222
2014
Q3 		$69.1K Buy
4,450
+2,225
+100% +$34.9K 0.02% 222
2014
Q2 		$35K Buy
+2,225
New +$34.8K 0.01% 262

Other funds holding NUO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Capital Analysts LLC's NUO Position: Q2 2015 in Review

Capital Analysts LLC sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2015, closing a stake of 4,450 shares — an estimated $67.6K sold.

Capital Analysts LLC first reported a position in NUO in Q2 2014 and held it in 4 quarters. The position peaked at $69.1K in Q3 2014. 35 funds tracked by Wall St. Rank hold NUO as of Q2 2015.

  • Capital Analysts LLC reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2015 after selling out during the quarter.
  • Capital Analysts LLC sold 4,450 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2015, an estimated $67.6K.
  • Capital Analysts LLC first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q2 2014 and held it in 4 quarters.
  • Capital Analysts LLC's Nuveen Ohio Quality Municipal Income Fund position peaked at $69.1K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2015.

Based on Capital Analysts LLC's 13F filing for Q2 2015, filed 14 Aug 2015.