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Excalibur Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Excalibur Management’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
2021
Q2 		– Sell
-10,375
Closed -$148K – 158
2021
Q1 		$148K Sell
10,375
-1,000
-9% -$14.6K 0.07% 151
2020
Q4 		$166K Hold
11,375
– – 0.09% 141
2020
Q3 		$159K Buy
+11,375
New +$162K 0.1% 127

Other funds holding NMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Excalibur Management's NMT Position: Q2 2021 in Review

Excalibur Management sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2021, closing a stake of 10,375 shares — an estimated $148K sold.

Excalibur Management first reported a position in NMT in Q3 2020 and held it in 3 quarters. The position peaked at $166K in Q4 2020. 24 funds tracked by Wall St. Rank hold NMT as of Q2 2021.

  • Excalibur Management reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Excalibur Management sold 10,375 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2021, an estimated $148K.
  • Excalibur Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2020 and held it in 3 quarters.
  • Excalibur Management's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $166K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2021.

Based on Excalibur Management's 13F filing for Q2 2021, filed 26 Jul 2021.