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Pathstone Family Office’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Pathstone Family Office’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-244
Closed -$3K – 684
2019
Q2 		$3K Buy
+244
New +$3.32K ﹤0.01% 578

Other funds holding NAN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return

Pathstone Family Office's NAN Position: Q3 2019 in Review

Pathstone Family Office sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2019, closing a stake of 244 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in NAN in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 48 funds tracked by Wall St. Rank hold NAN as of Q3 2019.

  • Pathstone Family Office reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Pathstone Family Office sold 244 Nuveen New York Quality Municipal Income Fund shares in Q3 2019, an estimated $3K.
  • Pathstone Family Office first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2019 and held it in 1 quarter.
  • Pathstone Family Office's Nuveen New York Quality Municipal Income Fund position peaked at $3K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2019.

Based on Pathstone Family Office's 13F filing for Q3 2019, filed 13 Nov 2019.