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Mission Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Mission Wealth Management’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-51,387
Closed -$603K – 531
2022
Q2 		$603K Buy
+51,387
New +$601K 0.03% 274

Other funds holding NAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mission Wealth Management's NAN Position: Q3 2022 in Review

Mission Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2022, closing a stake of 51,387 shares — an estimated $603K sold.

Mission Wealth Management first reported a position in NAN in Q2 2022 and held it in 1 quarter. The position peaked at $603K in Q2 2022. 55 funds tracked by Wall St. Rank hold NAN as of Q3 2022.

  • Mission Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Mission Wealth Management sold 51,387 Nuveen New York Quality Municipal Income Fund shares in Q3 2022, an estimated $603K.
  • Mission Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2022 and held it in 1 quarter.
  • Mission Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $603K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2022.

Based on Mission Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.