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Kimelman & Baird’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Kimelman & Baird’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-522
Closed -$6.9K – 364
2024
Q3 		$6.9K Hold
522
– – ﹤0.01% 284
2024
Q2 		$6.45K Buy
+522
New +$6.33K ﹤0.01% 288

Other funds holding NMAI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Kimelman & Baird's NMAI Position: Q4 2024 in Review

Kimelman & Baird sold out of Nuveen Multi-Asset Income Fund (NMAI) in Q4 2024, closing a stake of 522 shares — an estimated $6.9K sold.

Kimelman & Baird first reported a position in NMAI in Q2 2024 and held it in 2 quarters. The position peaked at $6.9K in Q3 2024. 66 funds tracked by Wall St. Rank hold NMAI as of Q4 2024.

  • Kimelman & Baird reported no remaining Nuveen Multi-Asset Income Fund position as of Q4 2024 after selling out during the quarter.
  • Kimelman & Baird sold 522 Nuveen Multi-Asset Income Fund shares in Q4 2024, an estimated $6.9K.
  • Kimelman & Baird first reported a position in Nuveen Multi-Asset Income Fund in Q2 2024 and held it in 2 quarters.
  • Kimelman & Baird's Nuveen Multi-Asset Income Fund position peaked at $6.9K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.