IP
NUO

Investment Partners’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Investment Partners’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,170
Closed -$202K – 261
2022
Q3 		$202K Buy
+17,170
New +$219K 0.06% 251
2016
Q2 		– Sell
-13,843
Closed -$211K – 179
2016
Q1 		$211K Buy
+13,843
New +$213K 0.14% 155

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment Partners's NUO Position: Q4 2022 in Review

Investment Partners sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2022, closing a stake of 17,170 shares — an estimated $202K sold.

Investment Partners first reported a position in NUO in Q1 2016 and held it in 2 quarters. The position peaked at $211K in Q1 2016. 54 funds tracked by Wall St. Rank hold NUO as of Q4 2022.

  • Investment Partners reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 17,170 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2022, an estimated $202K.
  • Investment Partners first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q1 2016 and held it in 2 quarters.
  • Investment Partners's Nuveen Ohio Quality Municipal Income Fund position peaked at $211K in Q1 2016.
  • 54 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.