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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

RJA

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Peak Asset Management's NMI Position: Q1 2020 in Review

Peak Asset Management sold out of Nuveen Municipal Income (NMI) in Q1 2020, closing a stake of 10,000 shares — an estimated $113K sold.

Peak Asset Management first reported a position in NMI in Q4 2018 and held it in 5 quarters. The position peaked at $137K in Q1 2019. 25 funds tracked by Wall St. Rank hold NMI as of Q1 2020.

Peak Asset Management reported no remaining Nuveen Municipal Income position as of Q1 2020 after selling out during the quarter.
Peak Asset Management sold 10,000 Nuveen Municipal Income shares in Q1 2020, an estimated $113K.
Peak Asset Management first reported a position in Nuveen Municipal Income in Q4 2018 and held it in 5 quarters.
Peak Asset Management's Nuveen Municipal Income position peaked at $137K in Q1 2019.
25 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2020.

Based on Peak Asset Management's 13F filing for Q1 2020, filed 13 May 2020.