DWM
NNC

Doyle Wealth Management’s Nuveen North Carolina Quality Municipal Income Fund NNC Stock Holding History

Doyle Wealth Management’s Portfolio NNC Stock Details NNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,300
Closed -$44K – 845
2019
Q2 		$44K Buy
+3,300
New +$42.7K 0.01% 390
2019
Q1 		– Sell
-3,300
Closed -$39K – 842
2018
Q4 		$39K Buy
+3,300
New +$38.9K 0.01% 409

Other funds holding NNC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doyle Wealth Management's NNC Position: Q3 2019 in Review

Doyle Wealth Management sold out of Nuveen North Carolina Quality Municipal Income Fund (NNC) in Q3 2019, closing a stake of 3,300 shares — an estimated $44K sold.

Doyle Wealth Management first reported a position in NNC in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q2 2019. 36 funds tracked by Wall St. Rank hold NNC as of Q3 2019.

  • Doyle Wealth Management reported no remaining Nuveen North Carolina Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,300 Nuveen North Carolina Quality Municipal Income Fund shares in Q3 2019, an estimated $44K.
  • Doyle Wealth Management first reported a position in Nuveen North Carolina Quality Municipal Income Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Nuveen North Carolina Quality Municipal Income Fund position peaked at $44K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held Nuveen North Carolina Quality Municipal Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.