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

Empirical 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
2020 Q2	–	Sell	-24,460	Closed	-$336K	–	349
2020 Q1	$336K	Sell	24,460 -8,600	-26%	-$124K	0.04%	235
2019 Q4	$483K	Buy	33,060 +365	+1%	+$5.28K	0.05%	194
2019 Q3	$470K	Sell	32,695 -6,897	-17%	-$98.9K	0.06%	180
2019 Q2	$554K	Buy	+39,592	New	+$541K	0.07%	145
2019 Q1	–	Hold	0	–	–	–	129

Other funds holding NAD

KIM

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

RCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Empirical Wealth Management's NAD Position: Q2 2020 in Review

Empirical Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2020, closing a stake of 24,460 shares — an estimated $336K sold.

Empirical Wealth Management first reported a position in NAD in Q2 2019 and held it in 4 quarters. The position peaked at $554K in Q2 2019. 212 funds tracked by Wall St. Rank hold NAD as of Q2 2020.

Empirical Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Empirical Wealth Management sold 24,460 Nuveen Quality Municipal Income Fund shares in Q2 2020, an estimated $336K.
Empirical Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2019 and held it in 4 quarters.
Empirical Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $554K in Q2 2019.
212 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2020.

Based on Empirical Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.