IIA
NAD icon

IPG Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

IPG Investment Advisors’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
2021
Q4 		– Sell
-15,967
Closed -$249K – 225
2021
Q3 		$249K Hold
15,967
– – 0.08% 97
2021
Q2 		$256K Hold
15,967
– – 0.07% 114
2021
Q1 		$242K Hold
15,967
– – 0.05% 166
2020
Q4 		$245K Hold
15,967
– – 0.06% 144
2020
Q3 		$232K Hold
15,967
– – 0.07% 132
2020
Q2 		$224K Hold
15,967
– – 0.08% 108
2020
Q1 		$219K Hold
15,967
– – 0.09% 105
2019
Q4 		$233K Hold
15,967
– – 0.07% 116
2019
Q3 		$229K Hold
15,967
– – 0.08% 109
2019
Q2 		$224K Hold
15,967
– – 0.08% 123
2019
Q1 		$217K Hold
15,967
– – 0.07% 133
2018
Q4 		$200K Hold
15,967
– – 0.08% 132
2018
Q3 		$204K Hold
15,967
– – 0.07% 157
2018
Q2 		$212K Hold
15,967
– – 0.07% 145
2018
Q1 		$210K Hold
15,967
– – 0.07% 137
2017
Q4 		$224K Sell
15,967
-3,036
-16% -$42.6K 0.09% 124
2017
Q3 		$270K Hold
19,003
– – 0.09% 107
2017
Q2 		$267K Buy
19,003
+3,036
+19% +$42.3K 0.11% 101
2017
Q1 		$219K Buy
+15,967
New +$220K 0.1% 113

Other funds holding NAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IPG Investment Advisors's NAD Position: Q4 2021 in Review

IPG Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2021, closing a stake of 15,967 shares — an estimated $249K sold.

IPG Investment Advisors first reported a position in NAD in Q1 2017 and held it in 19 quarters. The position peaked at $270K in Q3 2017. 271 funds tracked by Wall St. Rank hold NAD as of Q4 2021.

  • IPG Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 15,967 Nuveen Quality Municipal Income Fund shares in Q4 2021, an estimated $249K.
  • IPG Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2017 and held it in 19 quarters.
  • IPG Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $270K in Q3 2017.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2021.

Based on IPG Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.