Doyle Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Doyle Wealth Management’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
2022 Q3	$117K	Hold	10,643	–	–	0.01%	201
2022 Q2	$133K	Hold	10,643	–	–	0.01%	207
2022 Q1	$142K	Hold	10,643	–	–	0.01%	237
2021 Q4	$171K	Hold	10,643	–	–	0.01%	229
2021 Q3	$166K	Hold	10,643	–	–	0.01%	220
2021 Q2	$170K	Hold	10,643	–	–	0.01%	215
2021 Q1	$161K	Hold	10,643	–	–	0.02%	212
2020 Q4	$164K	Hold	10,643	–	–	0.02%	209
2020 Q3	$155K	Hold	10,643	–	–	0.02%	186
2020 Q2	$149K	Hold	10,643	–	–	0.02%	177
2020 Q1	$146K	Hold	10,643	–	–	0.02%	177
2019 Q4	$155K	Hold	10,643	–	–	0.02%	209
2019 Q3	$153K	Hold	10,643	–	–	0.02%	196
2019 Q2	$149K	Hold	10,643	–	–	0.02%	226
2019 Q1	$147K	Hold	10,643	–	–	0.02%	190
2018 Q4	$133K	Hold	10,643	–	–	0.02%	218
2018 Q3	$136K	Hold	10,643	–	–	0.02%	191
2018 Q2	$142K	Hold	10,643	–	–	0.02%	182
2018 Q1	$140K	Hold	10,643	–	–	0.02%	162
2017 Q4	$150K	Hold	10,643	–	–	0.03%	167
2017 Q3	$151K	Sell	10,643 -253	-2%	-$3.61K	0.03%	149
2017 Q2	$153K	Buy	10,896 +253	+2%	+$3.53K	0.03%	139
2017 Q1	$146K	Buy	+10,643	New	+$147K	0.03%	132

Other funds holding NAD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Doyle Wealth Management's NAD Position: Q3 2022 in Review

Doyle Wealth Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2022 at 10,643 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #201.

Doyle Wealth Management first reported a position in NAD in Q1 2017 and has held it in 23 quarters since. The position peaked at $171K in Q4 2021. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

Doyle Wealth Management held 10,643 shares of Nuveen Quality Municipal Income Fund worth $117K as of Q3 2022.
Doyle Wealth Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2022.
Nuveen Quality Municipal Income Fund made up 0.01% of Doyle Wealth Management's portfolio in Q3 2022, its #201 holding.
Doyle Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $171K in Q4 2021.
261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.