EW
NUM

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

Evoke Wealth’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-52
Closed -$728 – 1536
2019
Q3 		$728 Buy
+52
New +$728 ﹤0.01% 1335

Other funds holding NUM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

Evoke Wealth's NUM Position: Q4 2019 in Review

Evoke Wealth sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q4 2019, closing a stake of 52 shares — an estimated $728 sold.

Evoke Wealth first reported a position in NUM in Q3 2019 and held it in 1 quarter. The position peaked at $728 in Q3 2019. 44 funds tracked by Wall St. Rank hold NUM as of Q4 2019.

  • Evoke Wealth reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 52 Nuveen Michigan Quality Municipal Income Fund shares in Q4 2019, an estimated $728.
  • Evoke Wealth first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Nuveen Michigan Quality Municipal Income Fund position peaked at $728 in Q3 2019.
  • 44 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q4 2019.

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