EWM
NUM

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

Executive Wealth Management’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
Q3 		– Sell
-4,427
Closed -$60K – 899
2019
Q2 		$60K Buy
+4,427
New +$59.2K 0.01% 272
2019
Q1 		– Sell
-3,930
Closed -$58K – 959
2018
Q4 		$58K Buy
+3,930
New +$48.2K 0.01% 257

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPIC
LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

Executive Wealth Management's NUM Position: Q3 2019 in Review

Executive Wealth Management sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q3 2019, closing a stake of 4,427 shares — an estimated $60K sold.

Executive Wealth Management first reported a position in NUM in Q4 2018 and held it in 2 quarters. The position peaked at $60K in Q2 2019. 44 funds tracked by Wall St. Rank hold NUM as of Q3 2019.

  • Executive Wealth Management reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,427 Nuveen Michigan Quality Municipal Income Fund shares in Q3 2019, an estimated $60K.
  • Executive Wealth Management first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Nuveen Michigan Quality Municipal Income Fund position peaked at $60K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.