Evercore Wealth Management’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

Evercore Wealth Management’s Portfolio NQP Stock Details NQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,500	Closed	-$33K	–	652
2017 Q4	$33K	Buy	+2,500	New	+$33.6K	﹤0.01%	641
2016 Q3	–	Sell	-1,450	Closed	-$22K	–	1046
2016 Q2	$22K	Buy	+1,450	New	+$21.7K	﹤0.01%	736

Other funds holding NQP

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Evercore Wealth Management's NQP Position: Q1 2018 in Review

Evercore Wealth Management sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q1 2018, closing a stake of 2,500 shares — an estimated $33K sold.

Evercore Wealth Management first reported a position in NQP in Q2 2016 and held it in 2 quarters. The position peaked at $33K in Q4 2017. 59 funds tracked by Wall St. Rank hold NQP as of Q1 2018.

Evercore Wealth Management reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,500 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q1 2018, an estimated $33K.
Evercore Wealth Management first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q2 2016 and held it in 2 quarters.
Evercore Wealth Management's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $33K in Q4 2017.
59 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.