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Money Concepts Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-11,554
Closed -$136K – 1997
2022
Q4 		$136K Buy
11,554
+5,070
+78% +$57K 0.01% 848
2022
Q3 		$71K Buy
6,484
+34
+0.5% +$424 ﹤0.01% 635
2022
Q2 		$82K Buy
6,450
+73
+1% +$923 0.01% 608
2022
Q1 		$85K Buy
+6,377
New +$91.6K ﹤0.01% 1046

Other funds holding NAD

BI
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Money Concepts Capital's NAD Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 11,554 shares — an estimated $136K sold.

Money Concepts Capital first reported a position in NAD in Q1 2022 and held it in 4 quarters. The position peaked at $136K in Q4 2022. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 11,554 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $136K.
  • Money Concepts Capital first reported a position in Nuveen Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Nuveen Quality Municipal Income Fund position peaked at $136K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.