Merriman Wealth Management’s Nuveen Arizona Quality Municipal Income Fund NAZ Stock Holding History

Merriman Wealth Management’s Portfolio NAZ Stock Details NAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$135K	–	189
2019 Q4	$135K	Hold	10,000	–	–	0.03%	176
2019 Q3	$135K	Sell	10,000 -14,040	-58%	-$188K	0.03%	170
2019 Q2	$3.14K	Hold	24,040	–	–	0.06%	147
2019 Q1	$308K	Hold	24,040	–	–	0.06%	164
2018 Q4	$293K	Buy	24,040 +12,040	+100%	+$141K	0.06%	125
2018 Q3	$140K	Buy	+12,000	New	+$149K	0.03%	170

Other funds holding NAZ

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Merriman Wealth Management's NAZ Position: Q1 2020 in Review

Merriman Wealth Management sold out of Nuveen Arizona Quality Municipal Income Fund (NAZ) in Q1 2020, closing a stake of 10,000 shares — an estimated $135K sold.

Merriman Wealth Management first reported a position in NAZ in Q3 2018 and held it in 6 quarters. The position peaked at $308K in Q1 2019. 31 funds tracked by Wall St. Rank hold NAZ as of Q1 2020.

Merriman Wealth Management reported no remaining Nuveen Arizona Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 10,000 Nuveen Arizona Quality Municipal Income Fund shares in Q1 2020, an estimated $135K.
Merriman Wealth Management first reported a position in Nuveen Arizona Quality Municipal Income Fund in Q3 2018 and held it in 6 quarters.
Merriman Wealth Management's Nuveen Arizona Quality Municipal Income Fund position peaked at $308K in Q1 2019.
31 funds tracked by Wall St. Rank held Nuveen Arizona Quality Municipal Income Fund as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.