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

Plante Moran 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
2023 Q2	–	Sell	-1,000	Closed	-$11.5K	–	843
2023 Q1	$11.5K	Hold	1,000	–	–	﹤0.01%	542
2022 Q4	$11.8K	Hold	1,000	–	–	﹤0.01%	556
2022 Q3	$11K	Hold	1,000	–	–	﹤0.01%	562
2022 Q2	$12K	Hold	1,000	–	–	﹤0.01%	569
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	568
2021 Q4	$16K	Hold	1,000	–	–	﹤0.01%	604
2021 Q3	$16K	Hold	1,000	–	–	﹤0.01%	606
2021 Q2	$16K	Hold	1,000	–	–	﹤0.01%	602
2021 Q1	$15K	Buy	+1,000	New	+$15.1K	﹤0.01%	580
2017 Q3	–	Sell	-10,010	Closed	-$141K	–	845
2017 Q2	$141K	Hold	10,010	–	–	0.09%	157
2017 Q1	$137K	Hold	10,010	–	–	0.08%	169
2016 Q4	$140K	Hold	10,010	–	–	0.09%	176
2016 Q3	$151K	Buy	+10,010	New	+$155K	0.1%	147

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Plante Moran Financial Advisors's NAD Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 1,000 shares — an estimated $11.5K sold.

Plante Moran Financial Advisors first reported a position in NAD in Q3 2016 and held it in 13 quarters. The position peaked at $151K in Q3 2016. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,000 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $11.5K.
Plante Moran Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 13 quarters.
Plante Moran Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $151K in Q3 2016.
253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.