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Lindbrook Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Lindbrook Capital’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
2023
Q1 		– Sell
-6,700
Closed -$79.1K – 2866
2022
Q4 		$79.1K Hold
6,700
– – 0.01% 550
2022
Q3 		$74K Hold
6,700
– – 0.01% 530
2022
Q2 		$84K Hold
6,700
– – 0.01% 489
2022
Q1 		$90K Sell
6,700
-33,500
-83% -$481K 0.01% 493
2021
Q4 		$648K Buy
+40,200
New +$630K 0.1% 128

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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Lindbrook Capital's NAD Position: Q1 2023 in Review

Lindbrook Capital sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 6,700 shares — an estimated $79.1K sold.

Lindbrook Capital first reported a position in NAD in Q4 2021 and held it in 5 quarters. The position peaked at $648K in Q4 2021. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

  • Lindbrook Capital reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 6,700 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $79.1K.
  • Lindbrook Capital first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and held it in 5 quarters.
  • Lindbrook Capital's Nuveen Quality Municipal Income Fund position peaked at $648K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.