Daniel L. Goodwin’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$1.26M	Sell	124,240 -661	-0.5%	-$7.19K	0.61%	22
2023 Q2	$1.41M	Hold	124,901	–	–	0.67%	21
2023 Q1	$1.44M	Buy	124,901 +4,000	+3%	+$46.3K	0.73%	20
2022 Q4	$1.43M	Buy	120,901 +9,387	+8%	+$105K	0.72%	20
2022 Q3	$1.23M	Buy	111,514 +6,999	+7%	+$87.3K	0.71%	23
2022 Q2	$1.3M	Buy	104,515 +23,100	+28%	+$292K	0.72%	23
2022 Q1	$1.09M	Buy	81,415 +5,075	+7%	+$72.9K	0.47%	27
2021 Q4	$1.23M	Hold	76,340	–	–	0.54%	29
2021 Q3	$1.19M	Hold	76,340	–	–	0.55%	28
2021 Q2	$1.22M	Hold	76,340	–	–	0.58%	26
2021 Q1	$1.16M	Hold	76,340	–	–	0.6%	27
2020 Q4	$1.17M	Hold	76,340	–	–	0.69%	26
2020 Q3	$1.11M	Hold	76,340	–	–	0.78%	26
2020 Q2	$1.07M	Sell	76,340 -10,000	-12%	-$136K	0.67%	27
2020 Q1	$1.19M	Hold	86,340	–	–	0.96%	23
2019 Q4	$1.26M	Hold	86,340	–	–	0.55%	27
2019 Q3	$1.24M	Hold	86,340	–	–	0.56%	25
2019 Q2	$1.21M	Hold	86,340	–	–	0.55%	26
2019 Q1	$1.17M	Hold	86,340	–	–	0.54%	26
2018 Q4	$1.08M	Hold	86,340	–	–	0.57%	24
2018 Q3	$1.1M	Hold	86,340	–	–	0.52%	26
2018 Q2	$1.15M	Hold	86,340	–	–	0.53%	23
2018 Q1	$1.13M	Hold	86,340	–	–	0.55%	23
2017 Q4	$1.21M	Sell	86,340 -1	-0%	-$14	0.53%	22
2017 Q3	$1.23M	Buy	86,341 +1	+0%	+$14	0.55%	23
2017 Q2	$1.21M	Hold	86,340	–	–	0.55%	26
2017 Q1	$1.18M	Hold	86,340	–	–	0.49%	25
2016 Q4	$1.21M	Buy	86,340 +20,000	+30%	+$279K	0.48%	26
2016 Q3	$1M	Buy	66,340 +41,642	+169%	+$646K	0.35%	30
2016 Q2	$387K	Hold	24,698	–	–	0.13%	65
2016 Q1	$365K	Hold	24,698	–	–	0.09%	68
2015 Q4	$359K	Hold	24,698	–	–	0.09%	70
2015 Q3	$340K	Hold	24,698	–	–	0.09%	71
2015 Q2	$335K	Hold	24,698	–	–	0.09%	67
2015 Q1	$354K	Hold	24,698	–	–	0.08%	80
2014 Q4	$354K	Hold	24,698	–	–	0.06%	89
2014 Q3	$342K	Hold	24,698	–	–	0.07%	79
2014 Q2	$349K	Hold	24,698	–	–	0.06%	80
2014 Q1	$330K	Hold	24,698	–	–	0.06%	85
2013 Q4	$310K	Hold	24,698	–	–	0.06%	80
2013 Q3	$322K	Hold	24,698	–	–	0.07%	85
2013 Q2	$340K	Buy	+24,698	New	+$363K	0.07%	83

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

RCM

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

SIA

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

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Daniel L. Goodwin's NAD Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 0.53% in Q3 2023, selling an estimated $7.19K and leaving 124,240 shares worth $1.26M. The position accounts for 0.61% of the portfolio, ranked #22.

Daniel L. Goodwin first reported a position in NAD in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.44M in Q1 2023. 247 funds tracked by Wall St. Rank hold NAD as of Q3 2023.

Daniel L. Goodwin held 124,240 shares of Nuveen Quality Municipal Income Fund worth $1.26M as of Q3 2023.
Daniel L. Goodwin sold 661 Nuveen Quality Municipal Income Fund shares in Q3 2023, an estimated $7.19K.
Nuveen Quality Municipal Income Fund made up 0.61% of Daniel L. Goodwin's portfolio in Q3 2023, its #22 holding.
Daniel L. Goodwin first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and has held it in 42 quarters since.
Daniel L. Goodwin's Nuveen Quality Municipal Income Fund position peaked at $1.44M in Q1 2023.
247 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.