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NBT Bank’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

NBT Bank’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,000
Closed -$106K – 833
2024
Q3 		$106K Buy
+9,000
New +$103K 0.01% 428

Other funds holding NAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NBT Bank's NAN Position: Q4 2024 in Review

NBT Bank sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2024, closing a stake of 9,000 shares — an estimated $106K sold.

NBT Bank first reported a position in NAN in Q3 2024 and held it in 1 quarter. The position peaked at $106K in Q3 2024. 47 funds tracked by Wall St. Rank hold NAN as of Q4 2024.

  • NBT Bank reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • NBT Bank sold 9,000 Nuveen New York Quality Municipal Income Fund shares in Q4 2024, an estimated $106K.
  • NBT Bank first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2024 and held it in 1 quarter.
  • NBT Bank's Nuveen New York Quality Municipal Income Fund position peaked at $106K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.