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NAD icon

Keel Point’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Keel Point’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
Q1 		– Sell
-25,806
Closed -$397K – 299
2020
Q4 		$397K Buy
25,806
+6,784
+36% +$100K 0.04% 168
2020
Q3 		$276K Hold
19,022
– – 0.03% 177
2020
Q2 		$267K Sell
19,022
-1,719
-8% -$23.4K 0.03% 166
2020
Q1 		$285K Buy
20,741
+2,719
+15% +$39.3K 0.04% 143
2019
Q4 		$263K Hold
18,022
– – 0.03% 167
2019
Q3 		$259K Buy
18,022
+6,936
+63% +$99.5K 0.03% 154
2019
Q2 		$155K Buy
+11,086
New +$151K 0.02% 184

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Keel Point's NAD Position: Q1 2021 in Review

Keel Point sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2021, closing a stake of 25,806 shares — an estimated $397K sold.

Keel Point first reported a position in NAD in Q2 2019 and held it in 7 quarters. The position peaked at $397K in Q4 2020. 233 funds tracked by Wall St. Rank hold NAD as of Q1 2021.

  • Keel Point reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Keel Point sold 25,806 Nuveen Quality Municipal Income Fund shares in Q1 2021, an estimated $397K.
  • Keel Point first reported a position in Nuveen Quality Municipal Income Fund in Q2 2019 and held it in 7 quarters.
  • Keel Point's Nuveen Quality Municipal Income Fund position peaked at $397K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2021.

Based on Keel Point's 13F filing for Q1 2021, filed 17 May 2021.