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Frontier Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Frontier Wealth 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
2022
Q1 		– Sell
-21,500
Closed -$346K – 426
2021
Q4 		$346K Buy
21,500
+11,000
+105% +$172K 0.02% 305
2021
Q3 		$164K Buy
+10,500
New +$170K 0.01% 403

Other funds holding NAD

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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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Frontier Wealth Management's NAD Position: Q1 2022 in Review

Frontier Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2022, closing a stake of 21,500 shares — an estimated $346K sold.

Frontier Wealth Management first reported a position in NAD in Q3 2021 and held it in 2 quarters. The position peaked at $346K in Q4 2021. 262 funds tracked by Wall St. Rank hold NAD as of Q1 2022.

  • Frontier Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • Frontier Wealth Management sold 21,500 Nuveen Quality Municipal Income Fund shares in Q1 2022, an estimated $346K.
  • Frontier Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and held it in 2 quarters.
  • Frontier Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $346K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2022.

Based on Frontier Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.