GWAG
NTX

Garrett Wealth Advisory Group’s Nuveen Texas Quality Municipal Income Fund NTX Stock Holding History

Garrett Wealth Advisory Group’s Portfolio NTX Stock Details NTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,400
Closed -$47.2K – 763
2019
Q3 		$47.2K Buy
+3,400
New +$47.7K 0.03% 135

Other funds holding NTX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Garrett Wealth Advisory Group's NTX Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Nuveen Texas Quality Municipal Income Fund (NTX) in Q4 2019, closing a stake of 3,400 shares — an estimated $47.2K sold.

Garrett Wealth Advisory Group first reported a position in NTX in Q3 2019 and held it in 1 quarter. The position peaked at $47.2K in Q3 2019. 25 funds tracked by Wall St. Rank hold NTX as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Nuveen Texas Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 3,400 Nuveen Texas Quality Municipal Income Fund shares in Q4 2019, an estimated $47.2K.
  • Garrett Wealth Advisory Group first reported a position in Nuveen Texas Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Nuveen Texas Quality Municipal Income Fund position peaked at $47.2K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held Nuveen Texas Quality Municipal Income Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.