LS
NAD icon

Leelyn Smith’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Leelyn Smith’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
2022
Q4 		– Sell
-820
Closed -$9K – 493
2022
Q3 		$9K Buy
+820
New +$10.2K ﹤0.01% 302

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Leelyn Smith's NAD Position: Q4 2022 in Review

Leelyn Smith sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2022, closing a stake of 820 shares — an estimated $9K sold.

Leelyn Smith first reported a position in NAD in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 267 funds tracked by Wall St. Rank hold NAD as of Q4 2022.

  • Leelyn Smith reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 820 Nuveen Quality Municipal Income Fund shares in Q4 2022, an estimated $9K.
  • Leelyn Smith first reported a position in Nuveen Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's Nuveen Quality Municipal Income Fund position peaked at $9K in Q3 2022.
  • 267 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.