Cypress Wealth Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cypress Wealth Services’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	-12,654	Closed	-$192K	–	298
2021 Q1	$192K	Hold	12,654	–	–	0.04%	286
2020 Q4	$194K	Buy	+12,654	New	+$187K	0.04%	276
2020 Q3	–	Sell	-12,654	Closed	-$184K	–	420
2020 Q2	$177K	Hold	12,654	–	–	0.04%	261
2020 Q1	$174K	Hold	12,654	–	–	0.05%	230
2019 Q4	$185K	Sell	12,654 -29,675	-70%	-$429K	0.05%	247
2019 Q3	$608K	Buy	+42,329	New	+$607K	0.17%	118
2019 Q2	–	Hold	0	–	–	–	119
2019 Q1	–	Hold	0	–	–	–	248
2018 Q4	–	Hold	0	–	–	–	210
2018 Q3	–	Hold	0	–	–	–	220
2018 Q2	–	Hold	0	–	–	–	215
2018 Q1	–	Sell	-13,657	Closed	-$182K	–	185
2017 Q4	$192K	Buy	+13,657	New	+$192K	0.08%	196

Other funds holding NAD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Wealth Services's NAD Position: Q2 2021 in Review

Cypress Wealth Services sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 12,654 shares — an estimated $192K sold.

Cypress Wealth Services first reported a position in NAD in Q4 2017 and held it in 7 quarters. The position peaked at $608K in Q3 2019. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

Cypress Wealth Services reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 12,654 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $192K.
Cypress Wealth Services first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and held it in 7 quarters.
Cypress Wealth Services's Nuveen Quality Municipal Income Fund position peaked at $608K in Q3 2019.
244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.