CA
NUM

Cumberland Advisors’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Cumberland Advisors’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-14,698
Closed -$189K – 41
2013
Q3 		$189K Hold
14,698
– – 0.11% 34
2013
Q2 		$202K Buy
+14,698
New +$218K 0.11% 43

Other funds holding NUM

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

Cumberland Advisors's NUM Position: Q4 2013 in Review

Cumberland Advisors sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q4 2013, closing a stake of 14,698 shares — an estimated $189K sold.

Cumberland Advisors first reported a position in NUM in Q2 2013 and held it in 2 quarters. The position peaked at $202K in Q2 2013. 31 funds tracked by Wall St. Rank hold NUM as of Q4 2013.

  • Cumberland Advisors reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Cumberland Advisors sold 14,698 Nuveen Michigan Quality Municipal Income Fund shares in Q4 2013, an estimated $189K.
  • Cumberland Advisors first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Cumberland Advisors's Nuveen Michigan Quality Municipal Income Fund position peaked at $202K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q4 2013.

Based on Cumberland Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.