PWP
NAD icon

Personal Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-1,993
Closed -$32K – 280
2021
Q2 		$32K Buy
+1,993
New +$31K 0.01% 179
2020
Q1 		– Sell
-1,993
Closed -$29K – 406
2019
Q4 		$29K Hold
1,993
– – 0.01% 175
2019
Q3 		$29K Hold
1,993
– – 0.01% 176
2019
Q2 		$28K Buy
+1,993
New +$27.2K 0.01% 163

Other funds holding NAD

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's NAD Position: Q3 2021 in Review

Personal Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2021, closing a stake of 1,993 shares — an estimated $32K sold.

Personal Wealth Partners first reported a position in NAD in Q2 2019 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 249 funds tracked by Wall St. Rank hold NAD as of Q3 2021.

  • Personal Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,993 Nuveen Quality Municipal Income Fund shares in Q3 2021, an estimated $32K.
  • Personal Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $32K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.