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

Capital Directions Investment Advisors’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
2018
Q2 		– Sell
-5,729
Closed -$75K – 164
2018
Q1 		$75K Buy
+5,729
New +$76.5K 0.02% 64
2017
Q4 		– Sell
-5,729
Closed -$81K – 101
2017
Q3 		$81K Buy
+5,729
New +$81.7K 0.03% 60

Other funds holding NAD

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Directions Investment Advisors's NAD Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2018, closing a stake of 5,729 shares — an estimated $75K sold.

Capital Directions Investment Advisors first reported a position in NAD in Q3 2017 and held it in 2 quarters. The position peaked at $81K in Q3 2017. 172 funds tracked by Wall St. Rank hold NAD as of Q2 2018.

  • Capital Directions Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 5,729 Nuveen Quality Municipal Income Fund shares in Q2 2018, an estimated $75K.
  • Capital Directions Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $81K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.