Comprehensive Financial Consultants Institutional’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-435	Closed	-$7K	–	366
2021 Q4	$7K	Buy	+435	New	+$7.91K	﹤0.01%	370

Other funds holding NMAI

SCM

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HBCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's NMAI Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2022, closing a stake of 435 shares — an estimated $7K sold.

Comprehensive Financial Consultants Institutional first reported a position in NMAI in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 74 funds tracked by Wall St. Rank hold NMAI as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 435 Nuveen Multi-Asset Income Fund shares in Q1 2022, an estimated $7K.
Comprehensive Financial Consultants Institutional first reported a position in Nuveen Multi-Asset Income Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Nuveen Multi-Asset Income Fund position peaked at $7K in Q4 2021.
74 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.