CWS
NAD icon

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
2020
Q4 		– Sell
-12,654
Closed -$184K – 435
2020
Q3 		$184K Buy
+12,654
New +$184K 0.05% 255

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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.