Integrated Advisors Network’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Integrated Advisors Network’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
2024 Q3	–	Sell	-20,671	Closed	-$243K	–	735
2024 Q2	$243K	Hold	20,671	–	–	0.01%	616
2024 Q1	$237K	Sell	20,671 -15,579	-43%	-$176K	0.01%	644
2023 Q4	$415K	Sell	36,250 -400	-1%	-$4.22K	0.02%	485
2023 Q3	$372K	Hold	36,650	–	–	0.02%	498
2023 Q2	$413K	Hold	36,650	–	–	0.02%	482
2023 Q1	$423K	Hold	36,650	–	–	0.03%	475
2022 Q4	$432K	Buy	+36,650	New	+$412K	0.03%	446
2022 Q1	–	Sell	-92,316	Closed	-$1.49M	–	691
2021 Q4	$1.49M	Buy	92,316 +42,400	+85%	+$664K	0.09%	211
2021 Q3	$780K	Buy	49,916 +15,000	+43%	+$243K	0.05%	317
2021 Q2	$559K	Buy	34,916 +24,916	+249%	+$387K	0.04%	335
2021 Q1	$151K	Hold	10,000	–	–	0.01%	521
2020 Q4	$154K	Hold	10,000	–	–	0.02%	483
2020 Q3	$145K	Sell	10,000 -3,000	-23%	-$43.6K	0.02%	423
2020 Q2	$182K	Buy	+13,000	New	+$177K	0.02%	417
2020 Q1	–	Sell	-123,675	Closed	-$1.81M	–	425
2019 Q4	$1.81M	Buy	+123,675	New	+$1.79M	0.24%	135

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Integrated Advisors Network's NAD Position: Q3 2024 in Review

Integrated Advisors Network sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 20,671 shares — an estimated $243K sold.

Integrated Advisors Network first reported a position in NAD in Q4 2019 and held it in 15 quarters. The position peaked at $1.81M in Q4 2019. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

Integrated Advisors Network reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Integrated Advisors Network sold 20,671 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $243K.
Integrated Advisors Network first reported a position in Nuveen Quality Municipal Income Fund in Q4 2019 and held it in 15 quarters.
Integrated Advisors Network's Nuveen Quality Municipal Income Fund position peaked at $1.81M in Q4 2019.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on Integrated Advisors Network's 13F filing for Q3 2024, filed 25 Oct 2024.