LOM
NUO

Loeb Offshore Management’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Loeb Offshore Management’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-29,033
Closed -$408K – 321
2013
Q3 		$408K Buy
+29,033
New +$414K 0.13% 143

Other funds holding NUO

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Loeb Offshore Management's NUO Position: Q4 2013 in Review

Loeb Offshore Management sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2013, closing a stake of 29,033 shares — an estimated $408K sold.

Loeb Offshore Management first reported a position in NUO in Q3 2013 and held it in 1 quarter. The position peaked at $408K in Q3 2013. 27 funds tracked by Wall St. Rank hold NUO as of Q4 2013.

  • Loeb Offshore Management reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Loeb Offshore Management sold 29,033 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2013, an estimated $408K.
  • Loeb Offshore Management first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q3 2013 and held it in 1 quarter.
  • Loeb Offshore Management's Nuveen Ohio Quality Municipal Income Fund position peaked at $408K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2013.

Based on Loeb Offshore Management's 13F filing for Q4 2013, filed 14 Feb 2014.