OPS
NKG

Orion Portfolio Solutions’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

Orion Portfolio Solutions’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-761
Closed -$9K – 2219
2020
Q2 		$9K Sell
761
-809
-52% -$9.58K ﹤0.01% 1265
2020
Q1 		$19K Buy
+1,570
New +$19.6K ﹤0.01% 860

Other funds holding NKG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Orion Portfolio Solutions's NKG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q3 2020, closing a stake of 761 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in NKG in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2020. 33 funds tracked by Wall St. Rank hold NKG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 761 Nuveen Georgia Quality Municipal Income Fund shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Nuveen Georgia Quality Municipal Income Fund position peaked at $19K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.