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Lowe Wealth Advisors’s Nuveen Municipal Income NMI Stock Holding History

Lowe Wealth Advisors’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
2023
Q3 		– Sell
-7
Closed -$66 – 344
2023
Q2 		$66 Hold
7
– – ﹤0.01% 352
2023
Q1 		$66 Hold
7
– – ﹤0.01% 347
2022
Q4 		$66 Hold
7
– – ﹤0.01% 353
2022
Q3 		$0 Hold
7
– – ﹤0.01% 348
2022
Q2 		$0 Hold
7
– – ﹤0.01% 326
2022
Q1 		$0 Hold
7
– – ﹤0.01% 331
2021
Q4 		$0 Hold
7
– – ﹤0.01% 304
2021
Q3 		$0 Buy
+7
New +$83 ﹤0.01% 291

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $222M AUM 33.23% 1-Year Est. Return

Lowe Wealth Advisors's NMI Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Nuveen Municipal Income (NMI) in Q3 2023, closing a stake of 7 shares — an estimated $66 sold.

Lowe Wealth Advisors first reported a position in NMI in Q3 2021 and held it in 8 quarters. The position peaked at $66 in Q2 2023. 27 funds tracked by Wall St. Rank hold NMI as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining Nuveen Municipal Income position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 7 Nuveen Municipal Income shares in Q3 2023, an estimated $66.
  • Lowe Wealth Advisors first reported a position in Nuveen Municipal Income in Q3 2021 and held it in 8 quarters.
  • Lowe Wealth Advisors's Nuveen Municipal Income position peaked at $66 in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.