Family Management’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Family Management’s Portfolio NMAI Stock Details NMAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-43,662	Closed	-$526K	–	231
2024 Q4	$526K	Sell	43,662 -2,240	-5%	-$28.3K	0.08%	112
2024 Q3	$607K	Buy	+45,902	New	+$600K	0.1%	103

Other funds holding NMAI

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Family Management's NMAI Position: Q1 2025 in Review

Family Management sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q1 2025, closing a stake of 43,662 shares — an estimated $526K sold.

Family Management first reported a position in NMAI in Q3 2024 and held it in 2 quarters. The position peaked at $607K in Q3 2024. 64 funds tracked by Wall St. Rank hold NMAI as of Q1 2025.

Family Management reported no remaining Nuveen Multi-Asset Income Fund position as of Q1 2025 after selling out during the quarter.
Family Management sold 43,662 Nuveen Multi-Asset Income Fund shares in Q1 2025, an estimated $526K.
Family Management first reported a position in Nuveen Multi-Asset Income Fund in Q3 2024 and held it in 2 quarters.
Family Management's Nuveen Multi-Asset Income Fund position peaked at $607K in Q3 2024.
64 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q1 2025.

Based on Family Management's 13F filing for Q1 2025, filed 15 May 2025.