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

Evoke Wealth’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
2019
Q4 		– Sell
-332
Closed -$4.79K – 1393
2019
Q3 		$4.79K Buy
+332
New +$4.76K ﹤0.01% 1013

Other funds holding NAD

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RCM
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Wells Fargo
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Morgan Stanley
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Evoke Wealth's NAD Position: Q4 2019 in Review

Evoke Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2019, closing a stake of 332 shares — an estimated $4.79K sold.

Evoke Wealth first reported a position in NAD in Q3 2019 and held it in 1 quarter. The position peaked at $4.79K in Q3 2019. 212 funds tracked by Wall St. Rank hold NAD as of Q4 2019.

  • Evoke Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 332 Nuveen Quality Municipal Income Fund shares in Q4 2019, an estimated $4.79K.
  • Evoke Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Nuveen Quality Municipal Income Fund position peaked at $4.79K in Q3 2019.
  • 212 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.