Optimum Investment Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Optimum Investment Advisors’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$10.6K	–	741
2023 Q1	$10.6K	Hold	1,000	–	–	0.01%	559
2022 Q4	$10.6K	Hold	1,000	–	–	0.01%	566
2022 Q3	$11K	Hold	1,000	–	–	0.01%	578
2022 Q2	$12K	Hold	1,000	–	–	0.01%	584
2022 Q1	$13K	Hold	1,000	–	–	0.01%	618
2021 Q4	$16K	Hold	1,000	–	–	0.01%	620
2021 Q3	$15K	Hold	1,000	–	–	0.01%	631
2021 Q2	$15K	Buy	+1,000	New	+$14.8K	﹤0.01%	708

Other funds holding NMT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

WAM

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Optimum Investment Advisors's NMT Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q2 2023, closing a stake of 1,000 shares — an estimated $10.6K sold.

Optimum Investment Advisors first reported a position in NMT in Q2 2021 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 35 funds tracked by Wall St. Rank hold NMT as of Q2 2023.

Optimum Investment Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Nuveen Massachusetts Quality Municipal Income Fund shares in Q2 2023, an estimated $10.6K.
Optimum Investment Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q2 2021 and held it in 8 quarters.
Optimum Investment Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $16K in Q4 2021.
35 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.