Northwestern Mutual Wealth Management’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio NMS Stock Details NMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,491	Closed	-$53.5K	–	3608
2023 Q3	$53.5K	Hold	5,491	–	–	﹤0.01%	1946
2023 Q2	$61.4K	Hold	5,491	–	–	﹤0.01%	1905
2023 Q1	$66.4K	Sell	5,491 -1,633	-23%	-$19.6K	﹤0.01%	1845
2022 Q4	$80.1K	Hold	7,124	–	–	﹤0.01%	1751
2022 Q3	$86K	Hold	7,124	–	–	﹤0.01%	1696
2022 Q2	$105K	Hold	7,124	–	–	﹤0.01%	1626
2022 Q1	$106K	Hold	7,124	–	–	﹤0.01%	1677
2021 Q4	$107K	Hold	7,124	–	–	﹤0.01%	1682
2021 Q3	$114K	Hold	7,124	–	–	﹤0.01%	1570
2021 Q2	$116K	Hold	7,124	–	–	﹤0.01%	1530
2021 Q1	$106K	Hold	7,124	–	–	﹤0.01%	1472
2020 Q4	$106K	Hold	7,124	–	–	﹤0.01%	1381
2020 Q3	$100K	Hold	7,124	–	–	﹤0.01%	1268
2020 Q2	$101K	Sell	7,124 -1,000	-12%	-$13.4K	﹤0.01%	1206
2020 Q1	$106K	Buy	8,124 +1,000	+14%	+$14.2K	﹤0.01%	1091
2019 Q4	$104K	Sell	7,124 -910	-11%	-$12.8K	﹤0.01%	1191
2019 Q3	$115K	Hold	8,034	–	–	﹤0.01%	1102
2019 Q2	$110K	Hold	8,034	–	–	﹤0.01%	1081
2019 Q1	$108K	Hold	8,034	–	–	﹤0.01%	1071
2018 Q4	$97K	Buy	+8,034	New	+$98.1K	﹤0.01%	1011

Other funds holding NMS

SIA

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

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

WAM

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

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management's NMS Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q4 2023, closing a stake of 5,491 shares — an estimated $53.5K sold.

Northwestern Mutual Wealth Management first reported a position in NMS in Q4 2018 and held it in 20 quarters. The position peaked at $116K in Q2 2021. 20 funds tracked by Wall St. Rank hold NMS as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,491 Nuveen Minnesota Quality Municipal Income Fund shares in Q4 2023, an estimated $53.5K.
Northwestern Mutual Wealth Management first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q4 2018 and held it in 20 quarters.
Northwestern Mutual Wealth Management's Nuveen Minnesota Quality Municipal Income Fund position peaked at $116K in Q2 2021.
20 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.