New Potomac Partners’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

New Potomac Partners’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$31.9K	Buy	+2,452	New	+$29.3K	0.02%	130
2020 Q4	–	Sell	-2,452	Closed	-$37K	–	100
2020 Q3	$37K	Hold	2,452	–	–	0.03%	94
2020 Q2	$35K	Hold	2,452	–	–	0.03%	97
2020 Q1	$32K	Hold	2,452	–	–	0.04%	98
2019 Q4	$36K	Hold	2,452	–	–	0.03%	104
2019 Q3	$34K	Hold	2,452	–	–	0.03%	105
2019 Q2	$32K	Hold	2,452	–	–	0.03%	106
2019 Q1	$31K	Hold	2,452	–	–	0.03%	108
2018 Q4	$29K	Hold	2,452	–	–	0.03%	115
2018 Q3	$29K	Hold	2,452	–	–	0.03%	116
2018 Q2	$31K	Hold	2,452	–	–	0.03%	114
2018 Q1	$30K	Hold	2,452	–	–	0.03%	115
2017 Q4	$31K	Buy	+2,452	New	+$31.9K	0.03%	109

Other funds holding NPV

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of America

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

Cambridge Investment Research Advisors

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return