HWP
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Hefty Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		– Sell
-102
Closed -$1K – 267
2017
Q4 		$1K Buy
102
+51
+100% +$715 ﹤0.01% 247
2017
Q3 		$1K Buy
+51
New +$727 ﹤0.01% 249

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RCM
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RCM
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Bank of America
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SIA
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BI
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Hefty Wealth Partners's NAD Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2018, closing a stake of 102 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in NAD in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 180 funds tracked by Wall St. Rank hold NAD as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 102 Nuveen Quality Municipal Income Fund shares in Q1 2018, an estimated $1K.
  • Hefty Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $1K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.