Edge Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Edge Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$13K	–	562
2020 Q2	$13K	Sell	1,000 -3,000	-75%	-$39.2K	﹤0.01%	429
2020 Q1	$52K	Hold	4,000	–	–	0.01%	234
2019 Q4	$57K	Hold	4,000	–	–	0.01%	246
2019 Q3	$57K	Hold	4,000	–	–	0.01%	241
2019 Q2	$56K	Hold	4,000	–	–	0.01%	250
2019 Q1	$54K	Hold	4,000	–	–	0.01%	234
2018 Q4	$49K	Buy	4,000 +3,000	+300%	+$36.6K	0.01%	249
2018 Q3	$12K	Hold	1,000	–	–	﹤0.01%	415
2018 Q2	$13K	Buy	+1,000	New	+$12.6K	﹤0.01%	390

Other funds holding NAN

KIM

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Edge Wealth Management's NAN Position: Q3 2020 in Review

Edge Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2020, closing a stake of 1,000 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in NAN in Q2 2018 and held it in 9 quarters. The position peaked at $57K in Q4 2019. 48 funds tracked by Wall St. Rank hold NAN as of Q3 2020.

Edge Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 1,000 Nuveen New York Quality Municipal Income Fund shares in Q3 2020, an estimated $13K.
Edge Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2018 and held it in 9 quarters.
Edge Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $57K in Q4 2019.
48 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.