JFS Wealth Advisors’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

JFS Wealth Advisors’s Portfolio NQP Stock Details NQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-426	Closed	-$4.94K	–	2023
2023 Q4	$4.94K	Buy	426 +3	+0.7%	+$32	﹤0.01%	1062
2023 Q3	$4.3K	Buy	423 +4	+1%	+$44	﹤0.01%	1051
2023 Q2	$4.71K	Buy	419 +3	+0.7%	+$34	﹤0.01%	1032
2023 Q1	$4.76K	Buy	416 +1	+0.2%	+$11	﹤0.01%	1009
2022 Q4	$4.62K	Buy	+415	New	+$4.56K	﹤0.01%	1017
2016 Q2	–	Sell	-940	Closed	-$13K	–	586
2016 Q1	$13K	Hold	940	–	–	﹤0.01%	365
2015 Q4	$13K	Buy	+940	New	+$12.5K	﹤0.01%	370

Other funds holding NQP

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JFS Wealth Advisors's NQP Position: Q1 2024 in Review

JFS Wealth Advisors sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q1 2024, closing a stake of 426 shares — an estimated $4.94K sold.

JFS Wealth Advisors first reported a position in NQP in Q4 2015 and held it in 7 quarters. The position peaked at $13K in Q1 2016. 63 funds tracked by Wall St. Rank hold NQP as of Q1 2024.

JFS Wealth Advisors reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
JFS Wealth Advisors sold 426 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q1 2024, an estimated $4.94K.
JFS Wealth Advisors first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q4 2015 and held it in 7 quarters.
JFS Wealth Advisors's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $13K in Q1 2016.
63 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.