Nations Financial Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Nations Financial Group’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 Q2	–	Sell	-10,733	Closed	-$124K	–	634
2023 Q1	$124K	Sell	10,733 -1,883	-15%	-$21.8K	0.01%	595
2022 Q4	$149K	Buy	+12,616	New	+$142K	0.02%	576
2022 Q1	–	Sell	-13,108	Closed	-$211K	–	552
2021 Q4	$211K	Sell	13,108 -800	-6%	-$12.5K	0.03%	454
2021 Q3	$217K	Hold	13,908	–	–	0.03%	413
2021 Q2	$223K	Buy	+13,908	New	+$216K	0.04%	376

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

SIA

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Nations Financial Group's NAD Position: Q2 2023 in Review

Nations Financial Group sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 10,733 shares — an estimated $124K sold.

Nations Financial Group first reported a position in NAD in Q2 2021 and held it in 5 quarters. The position peaked at $223K in Q2 2021. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

Nations Financial Group reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Nations Financial Group sold 10,733 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $124K.
Nations Financial Group first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 5 quarters.
Nations Financial Group's Nuveen Quality Municipal Income Fund position peaked at $223K in Q2 2021.
253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.