LA
NMS icon

Lifeworks Advisors’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Lifeworks Advisors’s Portfolio NMS Stock Details NMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,673
Closed -$217K – 151
2022
Q2 		$217K Buy
+14,673
New +$219K 0.14% 129

Other funds holding NMS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Lifeworks Advisors's NMS Position: Q3 2022 in Review

Lifeworks Advisors sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q3 2022, closing a stake of 14,673 shares — an estimated $217K sold.

Lifeworks Advisors first reported a position in NMS in Q2 2022 and held it in 1 quarter. The position peaked at $217K in Q2 2022. 23 funds tracked by Wall St. Rank hold NMS as of Q3 2022.

  • Lifeworks Advisors reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 14,673 Nuveen Minnesota Quality Municipal Income Fund shares in Q3 2022, an estimated $217K.
  • Lifeworks Advisors first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • Lifeworks Advisors's Nuveen Minnesota Quality Municipal Income Fund position peaked at $217K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.