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Curi RMB Capital’s Nuveen Municipal Income NMI Stock Holding History

Curi RMB Capital’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
2017
Q4 		– Sell
-10,118
Closed -$117K – 938
2017
Q3 		$117K Buy
+10,118
New +$118K ﹤0.01% 681
2017
Q1 		– Sell
-36,540
Closed -$410K – 601
2016
Q4 		$410K Buy
+36,540
New +$431K 0.02% 335
2015
Q4 		– Sell
-56,253
Closed -$603K – 479
2015
Q3 		$603K Buy
+56,253
New +$607K 0.04% 302

Other funds holding NMI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi RMB Capital's NMI Position: Q4 2017 in Review

Curi RMB Capital sold out of Nuveen Municipal Income (NMI) in Q4 2017, closing a stake of 10,118 shares — an estimated $117K sold.

Curi RMB Capital first reported a position in NMI in Q3 2015 and held it in 3 quarters. The position peaked at $603K in Q3 2015. 21 funds tracked by Wall St. Rank hold NMI as of Q4 2017.

  • Curi RMB Capital reported no remaining Nuveen Municipal Income position as of Q4 2017 after selling out during the quarter.
  • Curi RMB Capital sold 10,118 Nuveen Municipal Income shares in Q4 2017, an estimated $117K.
  • Curi RMB Capital first reported a position in Nuveen Municipal Income in Q3 2015 and held it in 3 quarters.
  • Curi RMB Capital's Nuveen Municipal Income position peaked at $603K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2017.

Based on Curi RMB Capital's 13F filing for Q4 2017, filed 14 Feb 2018.