HWP
NUM

Hefty Wealth Partners’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Hefty Wealth Partners’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-194
Closed -$3K – 286
2017
Q4 		$3K Hold
194
– – ﹤0.01% 233
2017
Q3 		$3K Buy
+194
New +$2.68K ﹤0.01% 234

Other funds holding NUM

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MC
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Hefty Wealth Partners's NUM Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q1 2018, closing a stake of 194 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in NUM in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 45 funds tracked by Wall St. Rank hold NUM as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 194 Nuveen Michigan Quality Municipal Income Fund shares in Q1 2018, an estimated $3K.
  • Hefty Wealth Partners first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Nuveen Michigan Quality Municipal Income Fund position peaked at $3K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q1 2018.

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