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

Evoke Wealth’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-98	Closed	-$1.4K	–	1396
2019 Q3	$1.4K	Buy	+98	New	+$1.35K	﹤0.01%	1274

Other funds holding NMT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

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

Evoke Wealth's NMT Position: Q4 2019 in Review

Evoke Wealth sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q4 2019, closing a stake of 98 shares — an estimated $1.4K sold.

Evoke Wealth first reported a position in NMT in Q3 2019 and held it in 1 quarter. The position peaked at $1.4K in Q3 2019. 26 funds tracked by Wall St. Rank hold NMT as of Q4 2019.

Evoke Wealth reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Evoke Wealth sold 98 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2019, an estimated $1.4K.
Evoke Wealth first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
Evoke Wealth's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $1.4K in Q3 2019.
26 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2019.

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