NFP Retirement Inc’s Nuveen Municipal Income NMI Stock Holding History

NFP Retirement Inc’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,938	Closed	-$148K	–	227
2021 Q4	$148K	Buy	12,938 +92	+0.7%	+$1.08K	0.05%	144
2021 Q3	$154K	Buy	12,846 +98	+0.8%	+$1.16K	0.06%	135
2021 Q2	$151K	Buy	12,748 +110	+0.9%	+$1.28K	0.06%	132
2021 Q1	$144K	Buy	12,638 +72	+0.6%	+$819	0.06%	122
2020 Q4	$143K	Buy	+12,566	New	+$142K	0.09%	113

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

NFP Retirement Inc's NMI Position: Q1 2022 in Review

NFP Retirement Inc sold out of Nuveen Municipal Income (NMI) in Q1 2022, closing a stake of 12,938 shares — an estimated $148K sold.

NFP Retirement Inc first reported a position in NMI in Q4 2020 and held it in 5 quarters. The position peaked at $154K in Q3 2021. 29 funds tracked by Wall St. Rank hold NMI as of Q1 2022.

NFP Retirement Inc reported no remaining Nuveen Municipal Income position as of Q1 2022 after selling out during the quarter.
NFP Retirement Inc sold 12,938 Nuveen Municipal Income shares in Q1 2022, an estimated $148K.
NFP Retirement Inc first reported a position in Nuveen Municipal Income in Q4 2020 and held it in 5 quarters.
NFP Retirement Inc's Nuveen Municipal Income position peaked at $154K in Q3 2021.
29 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2022.

Based on NFP Retirement Inc's 13F filing for Q1 2022, filed 13 Feb 2025.