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Geneos Wealth Management’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Geneos Wealth Management’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-602
Closed -$7K – 2307
2018
Q1 		$7K Hold
602
– – ﹤0.01% 1774
2017
Q4 		$8K Hold
602
– – ﹤0.01% 1709
2017
Q3 		$8K Buy
+602
New +$8.59K ﹤0.01% 1642

Other funds holding NMT

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Morgan Stanley
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Geneos Wealth Management's NMT Position: Q2 2018 in Review

Geneos Wealth Management sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2018, closing a stake of 602 shares — an estimated $7K sold.

Geneos Wealth Management first reported a position in NMT in Q3 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 25 funds tracked by Wall St. Rank hold NMT as of Q2 2018.

  • Geneos Wealth Management reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 602 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2018, an estimated $7K.
  • Geneos Wealth Management first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2017 and held it in 3 quarters.
  • Geneos Wealth Management's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $8K in Q4 2017.
  • 25 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2018.

Based on Geneos Wealth Management's 13F filing for Q2 2018, filed 7 Sep 2021.