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Pinnacle Bancorp’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Pinnacle Bancorp’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
2023
Q3 		– Sell
-1,183
Closed -$13.3K – 790
2023
Q2 		$13.3K Hold
1,183
– – ﹤0.01% 557
2023
Q1 		$13.6K Hold
1,183
– – 0.01% 557
2022
Q4 		$14K Buy
+1,183
New +$13.3K 0.01% 523

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BI
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RCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pinnacle Bancorp's NAD Position: Q3 2023 in Review

Pinnacle Bancorp sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2023, closing a stake of 1,183 shares — an estimated $13.3K sold.

Pinnacle Bancorp first reported a position in NAD in Q4 2022 and held it in 3 quarters. The position peaked at $14K in Q4 2022. 246 funds tracked by Wall St. Rank hold NAD as of Q3 2023.

  • Pinnacle Bancorp reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 1,183 Nuveen Quality Municipal Income Fund shares in Q3 2023, an estimated $13.3K.
  • Pinnacle Bancorp first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 3 quarters.
  • Pinnacle Bancorp's Nuveen Quality Municipal Income Fund position peaked at $14K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2023.

Based on Pinnacle Bancorp's 13F filing for Q3 2023, filed 18 Oct 2023.