Private Trust Company’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Private Trust Company’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
2023 Q2	–	Sell	-4,536	Closed	-$57.7K	–	2401
2023 Q1	$57.7K	Sell	4,536 -280	-6%	-$3.57K	0.01%	947
2022 Q4	$61K	Hold	4,816	–	–	0.01%	894
2022 Q3	$57K	Hold	4,816	–	–	0.01%	848
2022 Q2	$61K	Buy	+4,816	New	+$62K	0.01%	850

Other funds holding NUO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Trust Company's NUO Position: Q2 2023 in Review

Private Trust Company sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2023, closing a stake of 4,536 shares — an estimated $57.7K sold.

Private Trust Company first reported a position in NUO in Q2 2022 and held it in 4 quarters. The position peaked at $61K in Q4 2022. 1 fund tracked by Wall St. Rank holds NUO as of Q2 2023.

Private Trust Company reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Private Trust Company sold 4,536 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2023, an estimated $57.7K.
Private Trust Company first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q2 2022 and held it in 4 quarters.
Private Trust Company's Nuveen Ohio Quality Municipal Income Fund position peaked at $61K in Q4 2022.
1 fund tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2023.

Based on Private Trust Company's 13F filing for Q2 2023, filed 28 Jul 2023.