EW
NAN icon

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

Evoke Wealth’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
2019
Q4 		– Sell
-222
Closed -$3.18K – 1394
2019
Q3 		$3.18K Buy
+222
New +$3.12K ﹤0.01% 1116

Other funds holding NAN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evoke Wealth's NAN Position: Q4 2019 in Review

Evoke Wealth sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2019, closing a stake of 222 shares — an estimated $3.18K sold.

Evoke Wealth first reported a position in NAN in Q3 2019 and held it in 1 quarter. The position peaked at $3.18K in Q3 2019. 50 funds tracked by Wall St. Rank hold NAN as of Q4 2019.

  • Evoke Wealth reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 222 Nuveen New York Quality Municipal Income Fund shares in Q4 2019, an estimated $3.18K.
  • Evoke Wealth first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Nuveen New York Quality Municipal Income Fund position peaked at $3.18K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2019.

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