CAM
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Crestone Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Crestone Asset 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
2024
Q1 		– Sell
-25,594
Closed -$293K – 107
2023
Q4 		$293K Hold
25,594
– – 0.07% 71
2023
Q3 		$260K Buy
+25,594
New +$279K 0.06% 84

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SIA
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LSC
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SCM
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HWAM
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Crestone Asset Management's NAD Position: Q1 2024 in Review

Crestone Asset Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2024, closing a stake of 25,594 shares — an estimated $293K sold.

Crestone Asset Management first reported a position in NAD in Q3 2023 and held it in 2 quarters. The position peaked at $293K in Q4 2023. 271 funds tracked by Wall St. Rank hold NAD as of Q1 2024.

  • Crestone Asset Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Crestone Asset Management sold 25,594 Nuveen Quality Municipal Income Fund shares in Q1 2024, an estimated $293K.
  • Crestone Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and held it in 2 quarters.
  • Crestone Asset Management's Nuveen Quality Municipal Income Fund position peaked at $293K in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2024.

Based on Crestone Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.