Fidelity Investments
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Fidelity Investments’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Fidelity Investments’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$11 – 5441
2023
Q2 		$11 Buy
+1
New +$11 ﹤0.01% 5263
2019
Q4 		– Sell
-3,000
Closed -$43K – 4098
2019
Q3 		$43K Buy
+3,000
New +$42.2K ﹤0.01% 2896
2017
Q2 		– Sell
-46,000
Closed -$622K – 2654
2017
Q1 		$622K Buy
+46,000
New +$625K ﹤0.01% 2508

Other funds holding NAN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity Investments's NAN Position: Q3 2023 in Review

Fidelity Investments sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2023, closing a stake of 1 share — an estimated $11 sold.

Fidelity Investments first reported a position in NAN in Q1 2017 and held it in 3 quarters. The position peaked at $622K in Q1 2017. 57 funds tracked by Wall St. Rank hold NAN as of Q3 2023.

  • Fidelity Investments reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Nuveen New York Quality Municipal Income Fund share in Q3 2023, an estimated $11.
  • Fidelity Investments first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2017 and held it in 3 quarters.
  • Fidelity Investments's Nuveen New York Quality Municipal Income Fund position peaked at $622K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.