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Crestone Asset Management’s Nuveen Municipal Income NMI Stock Holding History

Crestone Asset Management’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,621
Closed -$97.7K – 110
2023
Q4 		$97.7K Hold
10,621
– – 0.02% 102
2023
Q3 		$91.3K Buy
+10,621
New +$98.4K 0.02% 118

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crestone Asset Management's NMI Position: Q1 2024 in Review

Crestone Asset Management sold out of Nuveen Municipal Income (NMI) in Q1 2024, closing a stake of 10,621 shares — an estimated $97.7K sold.

Crestone Asset Management first reported a position in NMI in Q3 2023 and held it in 2 quarters. The position peaked at $97.7K in Q4 2023. 24 funds tracked by Wall St. Rank hold NMI as of Q1 2024.

  • Crestone Asset Management reported no remaining Nuveen Municipal Income position as of Q1 2024 after selling out during the quarter.
  • Crestone Asset Management sold 10,621 Nuveen Municipal Income shares in Q1 2024, an estimated $97.7K.
  • Crestone Asset Management first reported a position in Nuveen Municipal Income in Q3 2023 and held it in 2 quarters.
  • Crestone Asset Management's Nuveen Municipal Income position peaked at $97.7K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2024.

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