MPS Loria Financial Planners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-4,430	Closed	-$67K	–	409
2021 Q1	$67K	Hold	4,430	–	–	0.03%	143
2020 Q4	$68K	Hold	4,430	–	–	0.03%	142
2020 Q3	$64K	Hold	4,430	–	–	0.03%	133
2020 Q2	$62K	Buy	+4,430	New	+$60.4K	0.03%	134
2017 Q3	–	Sell	-4,430	Closed	-$63K	–	249
2017 Q2	$63K	Buy	+4,430	New	+$61.8K	0.04%	134

Other funds holding NAD

RCM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

SIA

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

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

MPS Loria Financial Planners's NAD Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 4,430 shares — an estimated $67K sold.

MPS Loria Financial Planners first reported a position in NAD in Q2 2017 and held it in 5 quarters. The position peaked at $68K in Q4 2020. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

MPS Loria Financial Planners reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 4,430 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $67K.
MPS Loria Financial Planners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Nuveen Quality Municipal Income Fund position peaked at $68K in Q4 2020.
244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.