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Pathway Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-5,144
Closed -$68K – 267
2018
Q2 		$68K Hold
5,144
– – 0.04% 200
2018
Q1 		$68K Hold
5,144
– – 0.04% 204
2017
Q4 		$72K Buy
+5,144
New +$72.2K 0.04% 199

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PPA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Pathway Financial Advisors's NAD Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2018, closing a stake of 5,144 shares — an estimated $68K sold.

Pathway Financial Advisors first reported a position in NAD in Q4 2017 and held it in 3 quarters. The position peaked at $72K in Q4 2017. 175 funds tracked by Wall St. Rank hold NAD as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 5,144 Nuveen Quality Municipal Income Fund shares in Q3 2018, an estimated $68K.
  • Pathway Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $72K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.