Clough Capital Partners’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Clough Capital Partners’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-251,150	Closed	-$3.09M	–	164
2023 Q4	$3.09M	Buy	+251,150	New	+$2.88M	0.34%	68
2023 Q3	–	Sell	-242,300	Closed	-$2.83M	–	230
2023 Q2	$2.83M	Hold	242,300	–	–	0.28%	96
2023 Q1	$2.8M	Buy	242,300 +72,700	+43%	+$877K	0.3%	91
2022 Q4	$1.95M	Buy	+169,600	New	+$1.97M	0.2%	95

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clough Capital Partners's NMAI Position: Q1 2024 in Review

Clough Capital Partners sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2024, closing a stake of 251,150 shares — an estimated $3.09M sold.

Clough Capital Partners first reported a position in NMAI in Q4 2022 and held it in 4 quarters. The position peaked at $3.09M in Q4 2023. 71 funds tracked by Wall St. Rank hold NMAI as of Q1 2024.

Clough Capital Partners reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2024 after selling out during the quarter.
Clough Capital Partners sold 251,150 Nuveen Multi-Asset Income Fund shares in Q1 2024, an estimated $3.09M.
Clough Capital Partners first reported a position in Nuveen Multi-Asset Income Fund in Q4 2022 and held it in 4 quarters.
Clough Capital Partners's Nuveen Multi-Asset Income Fund position peaked at $3.09M in Q4 2023.
71 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.