CRC
NAZ icon

Curi RMB Capital’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Curi RMB Capital’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-25,042
Closed -$341K – 642
2020
Q2 		$341K Buy
+25,042
New +$320K 0.02% 460
2019
Q1 		– Sell
-76,597
Closed -$908K – 884
2018
Q4 		$908K Sell
76,597
-19,900
-21% -$233K 0.02% 514
2018
Q3 		$1.13M Buy
96,497
+49,378
+105% +$613K 0.03% 484
2018
Q2 		$603K Buy
+47,119
New +$607K 0.01% 597

Other funds holding NAZ

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

Curi RMB Capital's NAZ Position: Q3 2020 in Review

Curi RMB Capital sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q3 2020, closing a stake of 25,042 shares — an estimated $341K sold.

Curi RMB Capital first reported a position in NAZ in Q2 2018 and held it in 4 quarters. The position peaked at $1.13M in Q3 2018. 30 funds tracked by Wall St. Rank hold NAZ as of Q3 2020.

  • Curi RMB Capital reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Curi RMB Capital sold 25,042 Nuveen Arizona Quality Municipal Income Fund shares in Q3 2020, an estimated $341K.
  • Curi RMB Capital first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q2 2018 and held it in 4 quarters.
  • Curi RMB Capital's Nuveen Arizona Quality Municipal Income Fund position peaked at $1.13M in Q3 2018.
  • 30 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q3 2020.

Based on Curi RMB Capital's 13F filing for Q3 2020, filed 10 Nov 2020.