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Forvis Mazars Wealth Advisors’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio NAZ Stock Details NAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,954
Closed -$161K – 294
2019
Q3 		$161K Buy
11,954
+78
+0.7% +$1.04K 0.01% 254
2019
Q2 		$155K Buy
11,876
+114
+1% +$1.47K 0.01% 253
2019
Q1 		$151K Buy
11,762
+145
+1% +$1.8K 0.01% 248
2018
Q4 		$138K Buy
+11,617
New +$136K 0.01% 218
2018
Q3 		– Sell
-28,947
Closed -$371K – 240
2018
Q2 		$371K Hold
28,947
– – 0.04% 176
2018
Q1 		$390K Hold
28,947
– – 0.04% 176
2017
Q4 		$409K Buy
+28,947
New +$422K 0.04% 172

Other funds holding NAZ

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's NAZ Position: Q4 2019 in Review

Forvis Mazars Wealth Advisors sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q4 2019, closing a stake of 11,954 shares — an estimated $161K sold.

Forvis Mazars Wealth Advisors first reported a position in NAZ in Q4 2017 and held it in 7 quarters. The position peaked at $409K in Q4 2017. 30 funds tracked by Wall St. Rank hold NAZ as of Q4 2019.

  • Forvis Mazars Wealth Advisors reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 11,954 Nuveen Arizona Quality Municipal Income Fund shares in Q4 2019, an estimated $161K.
  • Forvis Mazars Wealth Advisors first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q4 2017 and held it in 7 quarters.
  • Forvis Mazars Wealth Advisors's Nuveen Arizona Quality Municipal Income Fund position peaked at $409K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q4 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2019, filed 13 Jan 2020.