New England Private Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

New England Private Wealth Advisors’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
2020 Q3	–	Sell	-16,062	Closed	-$225K	–	81
2020 Q2	$225K	Hold	16,062	–	–	0.06%	76
2020 Q1	$221K	Hold	16,062	–	–	0.08%	71
2019 Q4	$235K	Hold	16,062	–	–	0.06%	69
2019 Q3	$231K	Hold	16,062	–	–	0.06%	140
2019 Q2	$225K	Hold	16,062	–	–	0.05%	144
2019 Q1	$218K	Hold	16,062	–	–	0.06%	146
2018 Q4	$201K	Hold	16,062	–	–	0.06%	133
2018 Q3	$205K	Hold	16,062	–	–	0.05%	143
2018 Q2	$214K	Hold	16,062	–	–	0.06%	136
2018 Q1	$211K	Hold	16,062	–	–	0.06%	137
2017 Q4	$226K	Hold	16,062	–	–	0.06%	126
2017 Q3	$228K	Hold	16,062	–	–	0.07%	124
2017 Q2	$226K	Hold	16,062	–	–	0.07%	125
2017 Q1	$220K	Buy	+16,062	New	+$221K	0.07%	121

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

PPA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SIA

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

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

New England Private Wealth Advisors's NAD Position: Q3 2020 in Review

New England Private Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2020, closing a stake of 16,062 shares — an estimated $225K sold.

New England Private Wealth Advisors first reported a position in NAD in Q1 2017 and held it in 14 quarters. The position peaked at $235K in Q4 2019. 226 funds tracked by Wall St. Rank hold NAD as of Q3 2020.

New England Private Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
New England Private Wealth Advisors sold 16,062 Nuveen Quality Municipal Income Fund shares in Q3 2020, an estimated $225K.
New England Private Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2017 and held it in 14 quarters.
New England Private Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $235K in Q4 2019.
226 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2020.

Based on New England Private Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.