FWM
NMI icon

Fairhaven Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Fairhaven Wealth Management’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,750
Closed -$158K – 124
2024
Q3 		$158K Buy
+15,750
New +$159K 0.05% 120

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Fairhaven Wealth Management's NMI Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of Nuveen Municipal Income (NMI) in Q4 2024, closing a stake of 15,750 shares — an estimated $158K sold.

Fairhaven Wealth Management first reported a position in NMI in Q3 2024 and held it in 1 quarter. The position peaked at $158K in Q3 2024. 26 funds tracked by Wall St. Rank hold NMI as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining Nuveen Municipal Income position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 15,750 Nuveen Municipal Income shares in Q4 2024, an estimated $158K.
  • Fairhaven Wealth Management first reported a position in Nuveen Municipal Income in Q3 2024 and held it in 1 quarter.
  • Fairhaven Wealth Management's Nuveen Municipal Income position peaked at $158K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.