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Kelleher Financial Advisors’s Nuveen Municipal Income NMI Stock Holding History

Kelleher Financial Advisors’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,000
Closed -$12K – 178
2016
Q1 		$12K Buy
+1,000
New +$12.4K 0.01% 191

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RJA
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Kelleher Financial Advisors's NMI Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Nuveen Municipal Income (NMI) in Q2 2016, closing a stake of 1,000 shares — an estimated $12K sold.

Kelleher Financial Advisors first reported a position in NMI in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 22 funds tracked by Wall St. Rank hold NMI as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Nuveen Municipal Income position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 1,000 Nuveen Municipal Income shares in Q2 2016, an estimated $12K.
  • Kelleher Financial Advisors first reported a position in Nuveen Municipal Income in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Nuveen Municipal Income position peaked at $12K in Q1 2016.
  • 22 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.