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PMFA
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
–
870
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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