KWM
NAD icon

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

Kingsview 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
2024
Q3 		– Sell
-12,362
Closed -$145K – 1135
2024
Q2 		$145K Sell
12,362
-730
-6% -$8.23K ﹤0.01% 1010
2024
Q1 		$150K Sell
13,092
-4,535
-26% -$51.2K ﹤0.01% 986
2023
Q4 		$202K Buy
17,627
+5,846
+50% +$61.7K 0.01% 905
2023
Q3 		$119K Sell
11,781
-404
-3% -$4.4K ﹤0.01% 910
2023
Q2 		$137K Sell
12,185
-2,500
-17% -$28.1K 0.01% 874
2023
Q1 		$169K Sell
14,685
-1,164
-7% -$13.5K 0.01% 834
2022
Q4 		$187K Sell
15,849
-7,500
-32% -$84.3K 0.01% 799
2022
Q3 		$257K Sell
23,349
-4,544
-16% -$56.7K 0.01% 681
2022
Q2 		$348K Sell
27,893
-1,065
-4% -$13.5K 0.02% 616
2022
Q1 		$387K Buy
28,958
+12
+0% +$172 0.02% 631
2021
Q4 		$466K Sell
28,946
-6
-0% -$94 0.02% 595
2021
Q3 		$452K Sell
28,952
-500
-2% -$8.1K 0.02% 573
2021
Q2 		$473K Hold
29,452
– – 0.02% 569
2021
Q1 		$447K Hold
29,452
– – 0.03% 531
2020
Q4 		$453K Hold
29,452
– – 0.03% 466
2020
Q3 		$428K Hold
29,452
– – 0.04% 401
2020
Q2 		$413K Hold
29,452
– – 0.04% 371
2020
Q1 		$405K Buy
+29,452
New +$426K 0.05% 296

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kingsview Wealth Management's NAD Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 12,362 shares — an estimated $145K sold.

Kingsview Wealth Management first reported a position in NAD in Q1 2020 and held it in 18 quarters. The position peaked at $473K in Q2 2021. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,362 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $145K.
  • Kingsview Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and held it in 18 quarters.
  • Kingsview Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $473K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.