Peak Asset Management’s Nuveen Municipal Income NMI Stock Holding History

Peak Asset Management’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$113K	–	128
2019 Q4	$113K	Hold	10,000	–	–	0.03%	119
2019 Q3	$115K	Hold	10,000	–	–	0.04%	115
2019 Q2	$112K	Sell	10,000 -2,525	-20%	-$27.9K	0.04%	123
2019 Q1	$137K	Hold	12,525	–	–	0.05%	124
2018 Q4	$127K	Buy	+12,525	New	+$127K	0.05%	123

Other funds holding NMI

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ledyard National Bank $1.15B AUM 21.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return