EWA
NPFD icon

EverSource Wealth Advisors’s Nuveen Variable Rate Preferred & Income Fund NPFD Stock Holding History

EverSource Wealth Advisors’s Portfolio NPFD Stock Details NPFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$93 – 2612
2023
Q2 		$93 Hold
6
– – ﹤0.01% 2445
2023
Q1 		$95 Hold
6
– – ﹤0.01% 2334
2022
Q4 		$105 Hold
6
– – ﹤0.01% 2277
2022
Q3 		$0 Buy
+6
New +$114 ﹤0.01% 2077

Other funds holding NPFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's NPFD Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Nuveen Variable Rate Preferred & Income Fund (NPFD) in Q3 2023, closing a stake of 6 shares — an estimated $93 sold.

EverSource Wealth Advisors first reported a position in NPFD in Q3 2022 and held it in 4 quarters. The position peaked at $105 in Q4 2022. 33 funds tracked by Wall St. Rank hold NPFD as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Nuveen Variable Rate Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6 Nuveen Variable Rate Preferred & Income Fund shares in Q3 2023, an estimated $93.
  • EverSource Wealth Advisors first reported a position in Nuveen Variable Rate Preferred & Income Fund in Q3 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's Nuveen Variable Rate Preferred & Income Fund position peaked at $105 in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Variable Rate Preferred & Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.