DAS
NAD icon

Dynamic Advisor Solutions’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Dynamic Advisor Solutions’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
2021
Q1 		– Sell
-27,098
Closed -$416K – 744
2020
Q4 		$416K Buy
27,098
+53
+0.2% +$783 0.04% 408
2020
Q3 		$393K Buy
27,045
+39
+0.1% +$566 0.04% 361
2020
Q2 		$379K Buy
27,006
+27
+0.1% +$368 0.05% 333
2020
Q1 		$371K Sell
26,979
-927
-3% -$13.4K 0.07% 297
2019
Q4 		$407K Buy
27,906
+47
+0.2% +$680 0.06% 345
2019
Q3 		$400K Buy
27,859
+36
+0.1% +$516 0.06% 318
2019
Q2 		$390K Buy
27,823
+833
+3% +$11.4K 0.06% 305
2019
Q1 		$366K Buy
26,990
+614
+2% +$8.13K 0.07% 270
2018
Q4 		$346K Buy
26,376
+1,707
+7% +$21.3K 0.07% 260
2018
Q3 		$316K Hold
24,669
– – 0.07% 291
2018
Q2 		$328K Hold
24,669
– – 0.07% 277
2018
Q1 		$324K Buy
+24,669
New +$330K 0.08% 245

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Dynamic Advisor Solutions's NAD Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2021, closing a stake of 27,098 shares — an estimated $416K sold.

Dynamic Advisor Solutions first reported a position in NAD in Q1 2018 and held it in 12 quarters. The position peaked at $416K in Q4 2020. 233 funds tracked by Wall St. Rank hold NAD as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 27,098 Nuveen Quality Municipal Income Fund shares in Q1 2021, an estimated $416K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Nuveen Quality Municipal Income Fund position peaked at $416K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.