Logan Stone Capital’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Logan Stone Capital’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
2024 Q3	–	Sell	-25,441	Closed	-$289K	–	154
2024 Q2	$289K	Buy	+25,441	New	+$280K	0.07%	138
2024 Q1	–	Sell	-17,125	Closed	-$188K	–	170
2023 Q4	$188K	Sell	17,125 -4,353	-20%	-$44.5K	0.04%	134
2023 Q3	$209K	Buy	+21,478	New	+$230K	0.06%	127

Other funds holding NMS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Logan Stone Capital's NMS Position: Q3 2024 in Review

Logan Stone Capital sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q3 2024, closing a stake of 25,441 shares — an estimated $289K sold.

Logan Stone Capital first reported a position in NMS in Q3 2023 and held it in 3 quarters. The position peaked at $289K in Q2 2024. 15 funds tracked by Wall St. Rank hold NMS as of Q3 2024.

Logan Stone Capital reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
Logan Stone Capital sold 25,441 Nuveen Minnesota Quality Municipal Income Fund shares in Q3 2024, an estimated $289K.
Logan Stone Capital first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q3 2023 and held it in 3 quarters.
Logan Stone Capital's Nuveen Minnesota Quality Municipal Income Fund position peaked at $289K in Q2 2024.
15 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q3 2024.

Based on Logan Stone Capital's 13F filing for Q3 2024, filed 14 Nov 2024.