IA
NUM

IFP Advisors’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-375
Closed -$5K – 4225
2017
Q3 		$5K Hold
375
– – ﹤0.01% 3436
2017
Q2 		$5K Hold
375
– – ﹤0.01% 3450
2017
Q1 		$5K Hold
375
– – ﹤0.01% 3351
2016
Q4 		$5K Hold
375
– – ﹤0.01% 3346
2016
Q3 		$6K Buy
+375
New +$5.71K ﹤0.01% 3172

Other funds holding NUM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
SIA
Starfire Investment Advisers Southfield, Michigan $209M AUM 2.6% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's NUM Position: Q4 2017 in Review

IFP Advisors sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q4 2017, closing a stake of 375 shares — an estimated $5K sold.

IFP Advisors first reported a position in NUM in Q3 2016 and held it in 5 quarters. The position peaked at $6K in Q3 2016. 46 funds tracked by Wall St. Rank hold NUM as of Q4 2017.

  • IFP Advisors reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 375 Nuveen Michigan Quality Municipal Income Fund shares in Q4 2017, an estimated $5K.
  • IFP Advisors first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q3 2016 and held it in 5 quarters.
  • IFP Advisors's Nuveen Michigan Quality Municipal Income Fund position peaked at $6K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.