Graves Light Lenhart Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-3,000	Closed	-$37K	–	420
2022 Q2	$37K	Hold	3,000	–	–	0.01%	338
2022 Q1	$40K	Hold	3,000	–	–	0.01%	376
2021 Q4	$48K	Hold	3,000	–	–	0.01%	401
2021 Q3	$47K	Hold	3,000	–	–	0.01%	377
2021 Q2	$48K	Hold	3,000	–	–	0.01%	384
2021 Q1	$45K	Hold	3,000	–	–	0.01%	401
2020 Q4	$46K	Buy	+3,000	New	+$44.3K	0.01%	381

Other funds holding NAD

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Graves Light Lenhart Wealth's NAD Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2022, closing a stake of 3,000 shares — an estimated $37K sold.

Graves Light Lenhart Wealth first reported a position in NAD in Q4 2020 and held it in 7 quarters. The position peaked at $48K in Q4 2021. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,000 Nuveen Quality Municipal Income Fund shares in Q3 2022, an estimated $37K.
Graves Light Lenhart Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Nuveen Quality Municipal Income Fund position peaked at $48K in Q4 2021.
261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.