Fort Point Capital Partners’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Fort Point Capital Partners’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
2024 Q3	–	Sell	-151,455	Closed	-$1.7M	–	326
2024 Q2	$1.7M	Buy	151,455 +38,738	+34%	+$421K	0.22%	76
2024 Q1	$1.23M	Buy	112,717 +50,555	+81%	+$554K	0.16%	98
2023 Q4	$686K	Buy	62,162 +30,258	+95%	+$303K	0.1%	141
2023 Q3	$309K	Buy	31,904 +16,719	+110%	+$174K	0.05%	207
2023 Q2	$163K	Buy	+15,185	New	+$165K	0.02%	278

Other funds holding NAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fort Point Capital Partners's NAN Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2024, closing a stake of 151,455 shares — an estimated $1.7M sold.

Fort Point Capital Partners first reported a position in NAN in Q2 2023 and held it in 5 quarters. The position peaked at $1.7M in Q2 2024. 51 funds tracked by Wall St. Rank hold NAN as of Q3 2024.

Fort Point Capital Partners reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 151,455 Nuveen New York Quality Municipal Income Fund shares in Q3 2024, an estimated $1.7M.
Fort Point Capital Partners first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2023 and held it in 5 quarters.
Fort Point Capital Partners's Nuveen New York Quality Municipal Income Fund position peaked at $1.7M in Q2 2024.
51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.