Keudell/Morrison Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Keudell/Morrison Wealth Management’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
2021 Q3	–	Sell	-10,550	Closed	-$125K	–	185
2021 Q2	$125K	Sell	10,550 -1,250	-11%	-$14.5K	0.07%	166
2021 Q1	$135K	Hold	11,800	–	–	0.08%	165
2020 Q4	$134K	Hold	11,800	–	–	0.09%	156
2020 Q3	$140K	Hold	11,800	–	–	0.09%	141
2020 Q2	$126K	Hold	11,800	–	–	0.1%	137
2020 Q1	$133K	Sell	11,800 -4,300	-27%	-$48.5K	0.13%	130
2019 Q4	$182K	Hold	16,100	–	–	0.13%	149
2019 Q3	$185K	Hold	16,100	–	–	0.15%	144
2019 Q2	$184K	Hold	16,100	–	–	0.16%	133
2019 Q1	$175K	Buy	+16,100	New	+$172K	0.15%	132

Other funds holding NMI

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Keudell/Morrison Wealth Management's NMI Position: Q3 2021 in Review

Keudell/Morrison Wealth Management sold out of Nuveen Municipal Income (NMI) in Q3 2021, closing a stake of 10,550 shares — an estimated $125K sold.

Keudell/Morrison Wealth Management first reported a position in NMI in Q1 2019 and held it in 10 quarters. The position peaked at $185K in Q3 2019. 31 funds tracked by Wall St. Rank hold NMI as of Q3 2021.

Keudell/Morrison Wealth Management reported no remaining Nuveen Municipal Income position as of Q3 2021 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 10,550 Nuveen Municipal Income shares in Q3 2021, an estimated $125K.
Keudell/Morrison Wealth Management first reported a position in Nuveen Municipal Income in Q1 2019 and held it in 10 quarters.
Keudell/Morrison Wealth Management's Nuveen Municipal Income position peaked at $185K in Q3 2019.
31 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.