Geneos Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Geneos Wealth Management’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,650	Closed	-$37K	–	2451
2018 Q3	$37K	Hold	3,650	–	–	﹤0.01%	1307
2018 Q2	$41K	Hold	3,650	–	–	﹤0.01%	1139
2018 Q1	$42K	Hold	3,650	–	–	﹤0.01%	1068
2017 Q4	$42K	Buy	+3,650	New	+$42.3K	﹤0.01%	1076

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Geneos Wealth Management's NMI Position: Q4 2018 in Review

Geneos Wealth Management sold out of Nuveen Municipal Income (NMI) in Q4 2018, closing a stake of 3,650 shares — an estimated $37K sold.

Geneos Wealth Management first reported a position in NMI in Q4 2017 and held it in 4 quarters. The position peaked at $42K in Q1 2018. 26 funds tracked by Wall St. Rank hold NMI as of Q4 2018.

Geneos Wealth Management reported no remaining Nuveen Municipal Income position as of Q4 2018 after selling out during the quarter.
Geneos Wealth Management sold 3,650 Nuveen Municipal Income shares in Q4 2018, an estimated $37K.
Geneos Wealth Management first reported a position in Nuveen Municipal Income in Q4 2017 and held it in 4 quarters.
Geneos Wealth Management's Nuveen Municipal Income position peaked at $42K in Q1 2018.
26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2018.

Based on Geneos Wealth Management's 13F filing for Q4 2018, filed 7 Sep 2021.