Gupta Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Gupta Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$23K	Hold	1,545	–	–	0.01%	621
2015 Q4	$22K	Hold	1,545	–	–	0.01%	636
2015 Q3	$21K	Hold	1,545	–	–	0.01%	675
2015 Q2	$21K	Buy	+1,545	New	+$21.3K	0.01%	721

Other funds holding NAN

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Gupta Wealth Management's NAN Position: Q1 2016 in Review

Gupta Wealth Management held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2016 at 1,545 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #621.

Gupta Wealth Management first reported a position in NAN in Q2 2015 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold NAN as of Q1 2016.

Gupta Wealth Management held 1,545 shares of Nuveen New York Quality Municipal Income Fund worth $23K as of Q1 2016.
Gupta Wealth Management left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2016.
Nuveen New York Quality Municipal Income Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #621 holding.
Gupta Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2015 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.