Meridian Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Meridian Wealth Management’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
2023 Q4	–	Sell	-14,434	Closed	-$146K	–	605
2023 Q3	$146K	Hold	14,434	–	–	0.01%	515
2023 Q2	$163K	Hold	14,434	–	–	0.01%	519
2023 Q1	$166K	Hold	14,434	–	–	0.01%	513
2022 Q4	$170K	Hold	14,434	–	–	0.02%	496
2022 Q3	$159K	Hold	14,434	–	–	0.02%	462
2022 Q2	$180K	Hold	14,434	–	–	0.01%	519
2022 Q1	$193K	Hold	14,434	–	–	0.02%	380
2021 Q4	$233K	Hold	14,434	–	–	0.02%	363
2021 Q3	$225K	Hold	14,434	–	–	0.03%	364
2021 Q2	$231K	Hold	14,434	–	–	0.03%	350
2021 Q1	$219K	Hold	14,434	–	–	0.03%	332
2020 Q4	$221K	Buy	14,434 +4,000	+38%	+$59.1K	0.04%	302
2020 Q3	$151K	Hold	10,434	–	–	0.04%	244
2020 Q2	$146K	Hold	10,434	–	–	0.05%	210
2020 Q1	$143K	Buy	+10,434	New	+$151K	0.06%	195

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

HWAM

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

Meridian Wealth Management's NAD Position: Q4 2023 in Review

Meridian Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2023, closing a stake of 14,434 shares — an estimated $146K sold.

Meridian Wealth Management first reported a position in NAD in Q1 2020 and held it in 15 quarters. The position peaked at $233K in Q4 2021. 268 funds tracked by Wall St. Rank hold NAD as of Q4 2023.

Meridian Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 14,434 Nuveen Quality Municipal Income Fund shares in Q4 2023, an estimated $146K.
Meridian Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and held it in 15 quarters.
Meridian Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $233K in Q4 2021.
268 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.