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Horan Securities’s Nuveen Municipal Income NMI Stock Holding History

Horan Securities’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,970
Closed -$54K – 294
2019
Q1 		$54K Hold
4,970
– – 0.06% 64
2018
Q4 		$52K Buy
+4,970
New +$50.5K 0.06% 60

Other funds holding NMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Horan Securities's NMI Position: Q2 2019 in Review

Horan Securities sold out of Nuveen Municipal Income (NMI) in Q2 2019, closing a stake of 4,970 shares — an estimated $54K sold.

Horan Securities first reported a position in NMI in Q4 2018 and held it in 2 quarters. The position peaked at $54K in Q1 2019. 30 funds tracked by Wall St. Rank hold NMI as of Q2 2019.

  • Horan Securities reported no remaining Nuveen Municipal Income position as of Q2 2019 after selling out during the quarter.
  • Horan Securities sold 4,970 Nuveen Municipal Income shares in Q2 2019, an estimated $54K.
  • Horan Securities first reported a position in Nuveen Municipal Income in Q4 2018 and held it in 2 quarters.
  • Horan Securities's Nuveen Municipal Income position peaked at $54K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2019.

Based on Horan Securities's 13F filing for Q2 2019, filed 24 Jul 2019.