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Crewe Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Crewe Advisors’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
2021
Q2 		– Sell
-2,826
Closed -$43K – 473
2021
Q1 		$43K Hold
2,826
– – 0.01% 158
2020
Q4 		$43K Buy
+2,826
New +$41.8K 0.02% 148

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BI
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PPA
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crewe Advisors's NAD Position: Q2 2021 in Review

Crewe Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 2,826 shares — an estimated $43K sold.

Crewe Advisors first reported a position in NAD in Q4 2020 and held it in 2 quarters. The position peaked at $43K in Q1 2021. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

  • Crewe Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Crewe Advisors sold 2,826 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $43K.
  • Crewe Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and held it in 2 quarters.
  • Crewe Advisors's Nuveen Quality Municipal Income Fund position peaked at $43K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on Crewe Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.