MFW
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Mosaic Family Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-2,040
Closed -$29K – 836
2017
Q3 		$29K Buy
+2,040
New +$29.1K 0.01% 420

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SIA
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GC
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RCM
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Mosaic Family Wealth's NAD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2017, closing a stake of 2,040 shares — an estimated $29K sold.

Mosaic Family Wealth first reported a position in NAD in Q3 2017 and held it in 1 quarter. The position peaked at $29K in Q3 2017. 179 funds tracked by Wall St. Rank hold NAD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,040 Nuveen Quality Municipal Income Fund shares in Q4 2017, an estimated $29K.
  • Mosaic Family Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Nuveen Quality Municipal Income Fund position peaked at $29K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.