OIA
NUM

OneDigital Investment Advisors’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

OneDigital Investment Advisors’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7
Closed – – 1262
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1305
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1224
2018
Q4 		$0 Hold
7
– – ﹤0.01% 1316
2018
Q3 		$0 Hold
7
– – ﹤0.01% 1320
2018
Q2 		$0 Hold
7
– – ﹤0.01% 1386
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1396
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1288
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1202
2017
Q2 		$0 Buy
+7
New +$95 ﹤0.01% 1240

Other funds holding NUM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPIC
LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

OneDigital Investment Advisors's NUM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q3 2019, closing a stake of 7 shares.

OneDigital Investment Advisors first reported a position in NUM in Q2 2017 and held it in 9 quarters. The position peaked at $0 in Q2 2019. 44 funds tracked by Wall St. Rank hold NUM as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7 Nuveen Michigan Quality Municipal Income Fund shares in Q3 2019.
  • OneDigital Investment Advisors first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's Nuveen Michigan Quality Municipal Income Fund position peaked at $0 in Q2 2019.
  • 44 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.