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Integrated Wealth Management (Palm Desert)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$187K Hold
13,657
– – 0.06% 260
2016
Q4 		$191K Hold
13,657
– – 0.07% 240
2016
Q3 		$206K Buy
+13,657
New +$212K 0.07% 223

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NAD Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2017 at 13,657 shares worth $187K. The position accounts for 0.06% of the portfolio, ranked #260.

Integrated Wealth Management (Palm Desert) first reported a position in NAD in Q3 2016 and has held it in 3 quarters since. The position peaked at $206K in Q3 2016. 154 funds tracked by Wall St. Rank hold NAD as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 13,657 shares of Nuveen Quality Municipal Income Fund worth $187K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2017.
  • Nuveen Quality Municipal Income Fund made up 0.06% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #260 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and has held it in 3 quarters since.
  • Integrated Wealth Management (Palm Desert)'s Nuveen Quality Municipal Income Fund position peaked at $206K in Q3 2016.
  • 154 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.