LA
NAD icon

LVW Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

LVW Advisors’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
2020
Q4 		– Sell
-15,075
Closed -$219K – 209
2020
Q3 		$219K Buy
+15,075
New +$219K 0.05% 179

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LVW Advisors's NAD Position: Q4 2020 in Review

LVW Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2020, closing a stake of 15,075 shares — an estimated $219K sold.

LVW Advisors first reported a position in NAD in Q3 2020 and held it in 1 quarter. The position peaked at $219K in Q3 2020. 240 funds tracked by Wall St. Rank hold NAD as of Q4 2020.

  • LVW Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • LVW Advisors sold 15,075 Nuveen Quality Municipal Income Fund shares in Q4 2020, an estimated $219K.
  • LVW Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and held it in 1 quarter.
  • LVW Advisors's Nuveen Quality Municipal Income Fund position peaked at $219K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.