Lido Advisors
NAD icon

Lido Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Lido Advisors’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
Q4 		– Sell
-15,324
Closed -$190K – 1566
2024
Q3 		$190K Hold
15,324
– – ﹤0.01% 1352
2024
Q2 		$181K Buy
15,324
+2,221
+17% +$25K ﹤0.01% 1298
2024
Q1 		$151K Hold
13,103
– – ﹤0.01% 1293
2023
Q4 		$150K Hold
13,103
– – ﹤0.01% 1257
2023
Q3 		$133K Sell
13,103
-6,343
-33% -$69K ﹤0.01% 1122
2023
Q2 		$219K Hold
19,446
– – ﹤0.01% 1076
2023
Q1 		$224K Buy
19,446
+8,029
+70% +$92.9K ﹤0.01% 971
2022
Q4 		$135K Hold
11,417
– – ﹤0.01% 942
2022
Q3 		$125K Sell
11,417
-767
-6% -$9.57K ﹤0.01% 907
2022
Q2 		$151K Sell
12,184
-1,807
-13% -$22.9K ﹤0.01% 891
2022
Q1 		$186K Buy
13,991
+1,807
+15% +$26K ﹤0.01% 956
2021
Q4 		$196K Hold
12,184
– – ﹤0.01% 962
2021
Q3 		$190K Hold
12,184
– – ﹤0.01% 928
2021
Q2 		$196K Buy
12,184
+767
+7% +$11.9K ﹤0.01% 879
2021
Q1 		$174K Hold
11,417
– – ﹤0.01% 818
2020
Q4 		$175K Hold
11,417
– – ﹤0.01% 786
2020
Q3 		$166K Hold
11,417
– – ﹤0.01% 601
2020
Q2 		$161K Hold
11,417
– – ﹤0.01% 565
2020
Q1 		$157K Hold
11,417
– – 0.01% 536
2019
Q4 		$167K Hold
11,417
– – 0.01% 628
2019
Q3 		$165K Hold
11,417
– – 0.01% 557
2019
Q2 		$160K Hold
11,417
– – 0.01% 528
2019
Q1 		$155K Sell
11,417
-622
-5% -$8.23K 0.01% 506
2018
Q4 		$150K Sell
12,039
-366
-3% -$4.58K 0.01% 419
2018
Q3 		$159K Hold
12,405
– – 0.02% 437
2018
Q2 		$164K Hold
12,405
– – 0.02% 411
2018
Q1 		$163K Hold
12,405
– – 0.02% 378
2017
Q4 		$174K Hold
12,405
– – 0.02% 295
2017
Q3 		$171K Hold
12,405
– – 0.03% 271
2017
Q2 		$174K Buy
12,405
+988
+9% +$13.8K 0.04% 251
2017
Q1 		$158K Hold
11,417
– – 0.04% 220
2016
Q4 		$159K Hold
11,417
– – 0.04% 201
2016
Q3 		$172K Buy
+11,417
New +$177K 0.05% 138

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Morgan Stanley
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's NAD Position: Q4 2024 in Review

Lido Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 15,324 shares — an estimated $190K sold.

Lido Advisors first reported a position in NAD in Q3 2016 and held it in 33 quarters. The position peaked at $224K in Q1 2023. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

  • Lido Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 15,324 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $190K.
  • Lido Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 33 quarters.
  • Lido Advisors's Nuveen Quality Municipal Income Fund position peaked at $224K in Q1 2023.
  • 295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.