OC
NAD icon

Oarsman Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Oarsman Capital’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
-779
Closed -$9.64K – 926
2024
Q3 		$9.64K Buy
+779
New +$9.35K ﹤0.01% 712

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

Oarsman Capital's NAD Position: Q4 2024 in Review

Oarsman Capital sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 779 shares — an estimated $9.64K sold.

Oarsman Capital first reported a position in NAD in Q3 2024 and held it in 1 quarter. The position peaked at $9.64K in Q3 2024. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

  • Oarsman Capital reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Oarsman Capital sold 779 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $9.64K.
  • Oarsman Capital first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and held it in 1 quarter.
  • Oarsman Capital's Nuveen Quality Municipal Income Fund position peaked at $9.64K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.