PIA
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Powell Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Powell Investment 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
2022
Q4 		– Sell
-50,504
Closed -$558K – 135
2022
Q3 		$558K Buy
50,504
+638
+1% +$7.96K 0.37% 48
2022
Q2 		$625K Sell
49,866
-9,120
-15% -$115K 0.38% 39
2022
Q1 		$792K Buy
58,986
+670
+1% +$9.62K 0.46% 31
2021
Q4 		$939K Buy
58,316
+637
+1% +$9.98K 0.53% 26
2021
Q3 		$904K Buy
57,679
+607
+1% +$9.84K 0.56% 24
2021
Q2 		$917K Sell
57,072
-52
-0.1% -$809 0.56% 24
2021
Q1 		$868K Buy
57,124
+527
+0.9% +$7.95K 0.57% 23
2020
Q4 		$870K Sell
56,597
-8,615
-13% -$127K 0.66% 20
2020
Q3 		$951K Buy
65,212
+626
+1% +$9.09K 0.82% 19
2020
Q2 		$909K Buy
64,586
+637
+1% +$8.69K 0.88% 18
2020
Q1 		$882K Buy
63,949
+2,222
+4% +$32.1K 1.07% 16
2019
Q4 		$901K Buy
+61,727
New +$893K 0.94% 18

Other funds holding NAD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Powell Investment Advisors's NAD Position: Q4 2022 in Review

Powell Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2022, closing a stake of 50,504 shares — an estimated $558K sold.

Powell Investment Advisors first reported a position in NAD in Q4 2019 and held it in 12 quarters. The position peaked at $951K in Q3 2020. 267 funds tracked by Wall St. Rank hold NAD as of Q4 2022.

  • Powell Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 50,504 Nuveen Quality Municipal Income Fund shares in Q4 2022, an estimated $558K.
  • Powell Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2019 and held it in 12 quarters.
  • Powell Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $951K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2022.

Based on Powell Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.