PMFA
NUO

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

Plante Moran Financial Advisors’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,734
Closed -$25K – 1038
2015
Q3 		$25K Buy
+1,734
New +$25K 0.02% 358

Other funds holding NUO

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's NUO Position: Q4 2015 in Review

Plante Moran Financial Advisors sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2015, closing a stake of 1,734 shares — an estimated $25K sold.

Plante Moran Financial Advisors first reported a position in NUO in Q3 2015 and held it in 1 quarter. The position peaked at $25K in Q3 2015. 35 funds tracked by Wall St. Rank hold NUO as of Q4 2015.

  • Plante Moran Financial Advisors reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,734 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2015, an estimated $25K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q3 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen Ohio Quality Municipal Income Fund position peaked at $25K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.