CHAM
NUO

Clear Harbor Asset Management’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Clear Harbor Asset Management’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
2022
Q4 		– Sell
-31,823
Closed -$374K – 405
2022
Q3 		$374K Buy
31,823
+6,223
+24% +$79.5K 0.05% 239
2022
Q2 		$324K Buy
+25,600
New +$330K 0.04% 261

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Harbor Asset Management's NUO Position: Q4 2022 in Review

Clear Harbor Asset Management sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2022, closing a stake of 31,823 shares — an estimated $374K sold.

Clear Harbor Asset Management first reported a position in NUO in Q2 2022 and held it in 2 quarters. The position peaked at $374K in Q3 2022. 54 funds tracked by Wall St. Rank hold NUO as of Q4 2022.

  • Clear Harbor Asset Management reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Clear Harbor Asset Management sold 31,823 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2022, an estimated $374K.
  • Clear Harbor Asset Management first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q2 2022 and held it in 2 quarters.
  • Clear Harbor Asset Management's Nuveen Ohio Quality Municipal Income Fund position peaked at $374K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2022.

Based on Clear Harbor Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.