CWM
NAD icon

Concert Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Concert Wealth Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,813
Closed -$162K – 768
2016
Q3 		$162K Buy
+10,813
New +$168K 0.02% 685

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Concert Wealth Management's NAD Position: Q4 2016 in Review

Concert Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2016, closing a stake of 10,813 shares — an estimated $162K sold.

Concert Wealth Management first reported a position in NAD in Q3 2016 and held it in 1 quarter. The position peaked at $162K in Q3 2016. 157 funds tracked by Wall St. Rank hold NAD as of Q4 2016.

  • Concert Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,813 Nuveen Quality Municipal Income Fund shares in Q4 2016, an estimated $162K.
  • Concert Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $162K in Q3 2016.
  • 157 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.