KA
NUO

Klingman & Associates’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Klingman & Associates’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-559
Closed -$9K – 369
2016
Q3 		$9K Hold
559
– – ﹤0.01% 300
2016
Q2 		$9K Hold
559
– – ﹤0.01% 304
2016
Q1 		$9K Hold
559
– – ﹤0.01% 309
2015
Q4 		$9K Buy
+559
New +$8.25K ﹤0.01% 312
2015
Q3 		– Sell
-559
Closed -$8.06K – 333
2015
Q2 		$8K Hold
559
– – ﹤0.01% 327
2015
Q1 		$8K Hold
559
– – ﹤0.01% 294
2014
Q4 		$8K Buy
+559
New +$8.53K ﹤0.01% 299

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Klingman & Associates's NUO Position: Q4 2016 in Review

Klingman & Associates sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2016, closing a stake of 559 shares — an estimated $9K sold.

Klingman & Associates first reported a position in NUO in Q4 2014 and held it in 7 quarters. The position peaked at $9K in Q3 2016. 37 funds tracked by Wall St. Rank hold NUO as of Q4 2016.

  • Klingman & Associates reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 559 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2016, an estimated $9K.
  • Klingman & Associates first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Nuveen Ohio Quality Municipal Income Fund position peaked at $9K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.