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Carroll Financial Associates’s Nuveen Municipal Income NMI Stock Holding History

Carroll Financial Associates’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-435
Closed -$4K – 1354
2018
Q3 		$4K Hold
435
– – ﹤0.01% 1127
2018
Q2 		$4K Hold
435
– – ﹤0.01% 1101
2018
Q1 		$5K Buy
+435
New +$4.92K ﹤0.01% 1034

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RJA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Carroll Financial Associates's NMI Position: Q4 2018 in Review

Carroll Financial Associates sold out of Nuveen Municipal Income (NMI) in Q4 2018, closing a stake of 435 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in NMI in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 26 funds tracked by Wall St. Rank hold NMI as of Q4 2018.

  • Carroll Financial Associates reported no remaining Nuveen Municipal Income position as of Q4 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 435 Nuveen Municipal Income shares in Q4 2018, an estimated $4K.
  • Carroll Financial Associates first reported a position in Nuveen Municipal Income in Q1 2018 and held it in 3 quarters.
  • Carroll Financial Associates's Nuveen Municipal Income position peaked at $5K in Q1 2018.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.