Little House Capital’s Nuveen Municipal Income NMI Stock Holding History

Little House Capital’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,000	Closed	-$96K	–	113
2022 Q3	$96K	Hold	11,000	–	–	0.05%	108
2022 Q2	$102K	Hold	11,000	–	–	0.05%	111
2022 Q1	$110K	Hold	11,000	–	–	0.06%	132
2021 Q4	$126K	Hold	11,000	–	–	0.07%	133
2021 Q3	$132K	Hold	11,000	–	–	0.08%	135
2021 Q2	$130K	Buy	+11,000	New	+$128K	0.07%	139
2021 Q1	–	Sell	-11,000	Closed	-$125K	–	139
2020 Q4	$125K	Hold	11,000	–	–	0.09%	108
2020 Q3	$130K	Buy	+11,000	New	+$126K	0.11%	92
2020 Q2	–	Sell	-11,000	Closed	-$124K	–	93
2020 Q1	$124K	Hold	11,000	–	–	0.14%	75
2019 Q4	$124K	Hold	11,000	–	–	0.11%	97
2019 Q3	$127K	Hold	11,000	–	–	0.1%	104
2019 Q2	$126	Buy	+11,000	New	+$122K	0.08%	105

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Little House Capital's NMI Position: Q4 2022 in Review

Little House Capital sold out of Nuveen Municipal Income (NMI) in Q4 2022, closing a stake of 11,000 shares — an estimated $96K sold.

Little House Capital first reported a position in NMI in Q2 2019 and held it in 12 quarters. The position peaked at $132K in Q3 2021. 28 funds tracked by Wall St. Rank hold NMI as of Q4 2022.

Little House Capital reported no remaining Nuveen Municipal Income position as of Q4 2022 after selling out during the quarter.
Little House Capital sold 11,000 Nuveen Municipal Income shares in Q4 2022, an estimated $96K.
Little House Capital first reported a position in Nuveen Municipal Income in Q2 2019 and held it in 12 quarters.
Little House Capital's Nuveen Municipal Income position peaked at $132K in Q3 2021.
28 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2022.

Based on Little House Capital's 13F filing for Q4 2022, filed 13 Feb 2023.