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Next Financial Group’s Nuveen Multi-Asset Income Fund NMAI Stock Holding History

Next Financial Group’s Portfolio NMAI Stock Details NMAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$11K Buy
+613
New +$11.1K ﹤0.01% 2155

Other funds holding NMAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's NMAI Position: Q4 2021 in Review

Next Financial Group opened a new position in Nuveen Multi-Asset Income Fund (NMAI) in Q4 2021: 613 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #2155 among its holdings.

74 funds tracked by Wall St. Rank hold NMAI as of Q4 2021.

  • Next Financial Group held 613 shares of Nuveen Multi-Asset Income Fund worth $11K as of Q4 2021.
  • Nuveen Multi-Asset Income Fund was a new Next Financial Group position in Q4 2021.
  • Nuveen Multi-Asset Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2155 holding.
  • 74 funds tracked by Wall St. Rank held Nuveen Multi-Asset Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.