Kiley Juergens Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-2,000	Closed	-$25K	–	427
2018 Q3	$25K	Hold	2,000	–	–	0.02%	329
2018 Q2	$26K	Buy	+2,000	New	+$26.3K	0.02%	286
2018 Q1	–	Sell	-4,010	Closed	-$56K	–	416
2017 Q4	$56K	Buy	+4,010	New	+$56.3K	0.05%	189

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

SIA

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Kiley Juergens Wealth Management's NAD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2018, closing a stake of 2,000 shares — an estimated $25K sold.

Kiley Juergens Wealth Management first reported a position in NAD in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q4 2017. 179 funds tracked by Wall St. Rank hold NAD as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 2,000 Nuveen Quality Municipal Income Fund shares in Q4 2018, an estimated $25K.
Kiley Juergens Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $56K in Q4 2017.
179 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.