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Financial Advocates Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Financial Advocates Investment Management’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,793
Closed -$378K – 751
2023
Q1 		$378K Buy
32,793
+2,558
+8% +$29.6K 0.03% 489
2022
Q4 		$357K Buy
30,235
+692
+2% +$7.78K 0.03% 517
2022
Q3 		$325K Buy
+29,543
New +$369K 0.03% 523

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Financial Advocates Investment Management's NAD Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 32,793 shares — an estimated $378K sold.

Financial Advocates Investment Management first reported a position in NAD in Q3 2022 and held it in 3 quarters. The position peaked at $378K in Q1 2023. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 32,793 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $378K.
  • Financial Advocates Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's Nuveen Quality Municipal Income Fund position peaked at $378K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.