FANJ
NMI icon

Financial Architects (New Jersey)’s Nuveen Municipal Income NMI Stock Holding History

Financial Architects (New Jersey)’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
2013
Q3 		– Sell
-663
Closed -$7K – 765
2013
Q2 		$7K Buy
+663
New +$7.77K 0.01% 519

Other funds holding NMI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Financial Architects (New Jersey)'s NMI Position: Q3 2013 in Review

Financial Architects (New Jersey) sold out of Nuveen Municipal Income (NMI) in Q3 2013, closing a stake of 663 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in NMI in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 18 funds tracked by Wall St. Rank hold NMI as of Q3 2013.

  • Financial Architects (New Jersey) reported no remaining Nuveen Municipal Income position as of Q3 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 663 Nuveen Municipal Income shares in Q3 2013, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in Nuveen Municipal Income in Q2 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Nuveen Municipal Income position peaked at $7K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2013, filed 25 Nov 2013.