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Dynamic Advisor Solutions’s Nuveen Municipal Income NMI Stock Holding History

Dynamic Advisor Solutions’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,380
Closed -$221K – 747
2020
Q4 		$221K Buy
19,380
+774
+4% +$8.76K 0.02% 573
2020
Q3 		$221K Buy
18,606
+436
+2% +$5K 0.03% 503
2020
Q2 		$195K Hold
18,170
– – 0.03% 486
2020
Q1 		$205K Hold
18,170
– – 0.04% 405
2019
Q4 		$205K Hold
18,170
– – 0.03% 498
2019
Q3 		$209K Hold
18,170
– – 0.03% 461
2019
Q2 		$204K Hold
18,170
– – 0.03% 456
2019
Q1 		$198K Buy
18,170
+2,700
+17% +$28.8K 0.04% 384
2018
Q4 		$163K Buy
15,470
+1,500
+11% +$15.2K 0.03% 368
2018
Q3 		$143K Hold
13,970
– – 0.03% 393
2018
Q2 		$158K Buy
13,970
+1,500
+12% +$16.9K 0.04% 390
2018
Q1 		$145K Buy
+12,470
New +$141K 0.04% 349

Other funds holding NMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Dynamic Advisor Solutions sold out of Nuveen Municipal Income (NMI) in Q1 2021, closing a stake of 19,380 shares — an estimated $221K sold.

Dynamic Advisor Solutions first reported a position in NMI in Q1 2018 and held it in 12 quarters. The position peaked at $221K in Q4 2020. 29 funds tracked by Wall St. Rank hold NMI as of Q1 2021.

  • Dynamic Advisor Solutions reported no remaining Nuveen Municipal Income position as of Q1 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 19,380 Nuveen Municipal Income shares in Q1 2021, an estimated $221K.
  • Dynamic Advisor Solutions first reported a position in Nuveen Municipal Income in Q1 2018 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Nuveen Municipal Income position peaked at $221K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2021.

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