FFA
NAD icon

First Foundation Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

First Foundation Advisors’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
2021
Q4 		– Sell
-10,771
Closed -$168K – 458
2021
Q3 		$168K Sell
10,771
-1,606
-13% -$26K 0.01% 430
2021
Q2 		$198K Sell
12,377
-7,185
-37% -$112K 0.01% 438
2021
Q1 		$296K Sell
19,562
-1,703
-8% -$25.7K 0.01% 338
2020
Q4 		$327K Hold
21,265
– – 0.01% 324
2020
Q3 		$309K Sell
21,265
-1,385
-6% -$20.1K 0.01% 291
2020
Q2 		$318K Sell
22,650
-1,200
-5% -$16.4K 0.02% 271
2020
Q1 		$328K Buy
23,850
+1,313
+6% +$19K 0.02% 269
2019
Q4 		$329K Buy
22,537
+4,920
+28% +$71.2K 0.02% 281
2019
Q3 		$253K Buy
+17,617
New +$253K 0.01% 311
2019
Q2 		– Sell
-11,886
Closed -$161K – 354
2019
Q1 		$161K Sell
11,886
-24,763
-68% -$328K 0.01% 316
2018
Q4 		$460K Sell
36,649
-52,831
-59% -$661K 0.03% 270
2018
Q3 		$1.14M Sell
89,480
-8,528
-9% -$112K 0.06% 154
2018
Q2 		$1.3M Sell
98,008
-10,805
-10% -$142K 0.08% 139
2018
Q1 		$1.43M Sell
108,813
-3,250
-3% -$43.4K 0.08% 128
2017
Q4 		$1.58M Buy
112,063
+47,598
+74% +$668K 0.09% 133
2017
Q3 		$915K Buy
64,465
+32,795
+104% +$468K 0.05% 152
2017
Q2 		$445K Buy
31,670
+6,504
+26% +$90.7K 0.03% 213
2017
Q1 		$345K Sell
25,166
-61,870
-71% -$853K 0.02% 243
2016
Q4 		$1.22M Buy
87,036
+67,390
+343% +$938K 0.08% 128
2016
Q3 		$296K Buy
+19,646
New +$305K 0.02% 236

Other funds holding NAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 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

First Foundation Advisors's NAD Position: Q4 2021 in Review

First Foundation Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2021, closing a stake of 10,771 shares — an estimated $168K sold.

First Foundation Advisors first reported a position in NAD in Q3 2016 and held it in 20 quarters. The position peaked at $1.58M in Q4 2017. 271 funds tracked by Wall St. Rank hold NAD as of Q4 2021.

  • First Foundation Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • First Foundation Advisors sold 10,771 Nuveen Quality Municipal Income Fund shares in Q4 2021, an estimated $168K.
  • First Foundation Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 20 quarters.
  • First Foundation Advisors's Nuveen Quality Municipal Income Fund position peaked at $1.58M in Q4 2017.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.