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Northwest Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-913
Closed -$11.3K – 380
2024
Q3 		$11.3K Buy
+913
New +$11K 0.01% 386
2024
Q1 		– Sell
-879
Closed -$10.1K – 359
2023
Q4 		$10.1K Buy
+879
New +$9.28K 0.01% 378

Other funds holding NAD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Financial Advisors's NAD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 913 shares — an estimated $11.3K sold.

Northwest Financial Advisors first reported a position in NAD in Q4 2023 and held it in 2 quarters. The position peaked at $11.3K in Q3 2024. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 913 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $11.3K.
  • Northwest Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $11.3K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.