Doliver Advisors’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Doliver Advisors’s Portfolio NUO Stock Details NUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-16,982	Closed	-$236K	–	347
2018 Q2	$236K	Sell	16,982 -3,459	-17%	-$47.4K	0.1%	172
2018 Q1	$280K	Buy	20,441 +6,221	+44%	+$88.2K	0.12%	160
2017 Q4	$208K	Buy	14,220 +3,767	+36%	+$56K	0.08%	228
2017 Q3	$158K	Buy	+10,453	New	+$158K	0.07%	230
2015 Q3	–	Sell	-12,699	Closed	-$182K	–	312
2015 Q2	$182K	Sell	12,699 -8,013	-39%	-$118K	0.12%	232
2015 Q1	$315K	Buy	+20,712	New	+$320K	0.2%	154
2013 Q4	–	Sell	-12,799	Closed	-$180K	–	381
2013 Q3	$180K	Sell	12,799 -39,765	-76%	-$567K	0.11%	306
2013 Q2	$783K	Buy	+52,564	New	+$862K	0.46%	44

Other funds holding NUO

KIM

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Doliver Advisors's NUO Position: Q3 2018 in Review

Doliver Advisors sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2018, closing a stake of 16,982 shares — an estimated $236K sold.

Doliver Advisors first reported a position in NUO in Q2 2013 and held it in 8 quarters. The position peaked at $783K in Q2 2013. 40 funds tracked by Wall St. Rank hold NUO as of Q3 2018.

Doliver Advisors reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 16,982 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2018, an estimated $236K.
Doliver Advisors first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q2 2013 and held it in 8 quarters.
Doliver Advisors's Nuveen Ohio Quality Municipal Income Fund position peaked at $783K in Q2 2013.
40 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.