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ORG Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

ORG Partners’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
Q3 		– Sell
-1,470
Closed -$17.2K – 1298
2024
Q2 		$17.2K Hold
1,470
– – ﹤0.01% 1118
2024
Q1 		$16.7K Buy
+1,470
New +$16.6K 0.03% 236

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BI
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

ORG Partners's NAD Position: Q3 2024 in Review

ORG Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2024, closing a stake of 1,470 shares — an estimated $17.2K sold.

ORG Partners first reported a position in NAD in Q1 2024 and held it in 2 quarters. The position peaked at $17.2K in Q2 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q3 2024.

  • ORG Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 1,470 Nuveen Quality Municipal Income Fund shares in Q3 2024, an estimated $17.2K.
  • ORG Partners first reported a position in Nuveen Quality Municipal Income Fund in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Nuveen Quality Municipal Income Fund position peaked at $17.2K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.