MSI Financial Services’s Nuveen Municipal Income NMI Stock Holding History

MSI Financial Services’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-500	Closed	-$7K	–	3968
2016 Q2	$7K	Buy	500 +100	+25%	+$1.26K	﹤0.01%	2969
2016 Q1	$5K	Hold	400	–	–	﹤0.01%	3166
2015 Q4	$5K	Buy	+400	New	+$4.43K	﹤0.01%	3089

Other funds holding NMI

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

MSI Financial Services's NMI Position: Q3 2016 in Review

MSI Financial Services sold out of Nuveen Municipal Income (NMI) in Q3 2016, closing a stake of 500 shares — an estimated $7K sold.

MSI Financial Services first reported a position in NMI in Q4 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2016. 19 funds tracked by Wall St. Rank hold NMI as of Q3 2016.

MSI Financial Services reported no remaining Nuveen Municipal Income position as of Q3 2016 after selling out during the quarter.
MSI Financial Services sold 500 Nuveen Municipal Income shares in Q3 2016, an estimated $7K.
MSI Financial Services first reported a position in Nuveen Municipal Income in Q4 2015 and held it in 3 quarters.
MSI Financial Services's Nuveen Municipal Income position peaked at $7K in Q2 2016.
19 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2016.

Based on MSI Financial Services's 13F filing for Q3 2016, filed 13 Oct 2016.