CIBC Private Wealth Group’s Nuveen Municipal Income NMI Stock Holding History

CIBC Private Wealth Group’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
2024 Q3	–	Sell	-396	Closed	-$3.91K	–	3235
2024 Q2	$3.91K	Hold	396	–	–	﹤0.01%	2585
2024 Q1	$3.71K	Buy	+396	New	+$3.68K	﹤0.01%	2587
2016 Q3	–	Sell	-37,000	Closed	-$486K	–	597
2016 Q2	$486K	Hold	37,000	–	–	﹤0.01%	530
2016 Q1	$459K	Hold	37,000	–	–	﹤0.01%	527
2015 Q4	$443K	Hold	37,000	–	–	﹤0.01%	537
2015 Q3	$397K	Hold	37,000	–	–	﹤0.01%	554
2015 Q2	$408K	Hold	37,000	–	–	﹤0.01%	572
2015 Q1	$439K	Hold	37,000	–	–	﹤0.01%	566
2014 Q4	$441K	Hold	37,000	–	–	﹤0.01%	553
2014 Q3	$406K	Hold	37,000	–	–	﹤0.01%	554
2014 Q2	$408K	Hold	37,000	–	–	﹤0.01%	541
2014 Q1	$418K	Buy	+37,000	New	+$406K	﹤0.01%	527

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

CIBC Private Wealth Group's NMI Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Nuveen Municipal Income (NMI) in Q3 2024, closing a stake of 396 shares — an estimated $3.91K sold.

CIBC Private Wealth Group first reported a position in NMI in Q1 2014 and held it in 12 quarters. The position peaked at $486K in Q2 2016. 22 funds tracked by Wall St. Rank hold NMI as of Q3 2024.

CIBC Private Wealth Group reported no remaining Nuveen Municipal Income position as of Q3 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 396 Nuveen Municipal Income shares in Q3 2024, an estimated $3.91K.
CIBC Private Wealth Group first reported a position in Nuveen Municipal Income in Q1 2014 and held it in 12 quarters.
CIBC Private Wealth Group's Nuveen Municipal Income position peaked at $486K in Q2 2016.
22 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.