IFP Advisors’s Nuveen Municipal Income NMI Stock Holding History

IFP Advisors’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 Q1	–	Sell	-1,250	Closed	-$13K	–	3048
2018 Q4	$13K	Buy	+1,250	New	+$12.7K	﹤0.01%	2367
2017 Q4	–	Sell	-1,250	Closed	-$14K	–	4005
2017 Q3	$14K	Sell	1,250 -453	-27%	-$5.3K	﹤0.01%	2834
2017 Q2	$20K	Hold	1,703	–	–	﹤0.01%	2587
2017 Q1	$21K	Hold	1,703	–	–	﹤0.01%	2476
2016 Q4	$19K	Hold	1,703	–	–	﹤0.01%	2503
2016 Q3	$22K	Hold	1,703	–	–	﹤0.01%	2347
2016 Q2	$22K	Buy	+1,703	New	+$21.5K	﹤0.01%	2291
2016 Q1	–	Sell	-1,703	Closed	-$20K	–	3044
2015 Q4	$20K	Buy	+1,703	New	+$18.9K	﹤0.01%	2162

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFP Advisors's NMI Position: Q1 2019 in Review

IFP Advisors sold out of Nuveen Municipal Income (NMI) in Q1 2019, closing a stake of 1,250 shares — an estimated $13K sold.

IFP Advisors first reported a position in NMI in Q4 2015 and held it in 8 quarters. The position peaked at $22K in Q3 2016. 31 funds tracked by Wall St. Rank hold NMI as of Q1 2019.

IFP Advisors reported no remaining Nuveen Municipal Income position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,250 Nuveen Municipal Income shares in Q1 2019, an estimated $13K.
IFP Advisors first reported a position in Nuveen Municipal Income in Q4 2015 and held it in 8 quarters.
IFP Advisors's Nuveen Municipal Income position peaked at $22K in Q3 2016.
31 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.