Realta Investment Advisors’s Nuveen Municipal Income NMI Stock Holding History

Realta Investment Advisors’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,028	Closed	-$142K	–	670
2023 Q3	$142K	Hold	15,028	–	–	0.03%	422
2023 Q2	$142K	Hold	15,028	–	–	0.03%	444
2023 Q1	$141K	Hold	15,028	–	–	0.03%	402
2022 Q4	$141K	Hold	15,028	–	–	0.03%	437
2022 Q3	$131K	Hold	15,028	–	–	0.03%	417
2022 Q2	$140K	Hold	15,028	–	–	0.03%	369
2022 Q1	$151K	Hold	15,028	–	–	0.03%	411
2021 Q4	$172K	Hold	15,028	–	–	0.04%	403
2021 Q3	$180K	Hold	15,028	–	–	0.04%	392
2021 Q2	$178K	Hold	15,028	–	–	0.04%	383
2021 Q1	$172K	Buy	15,028 +3,520	+31%	+$40K	0.05%	359
2020 Q4	$131K	Hold	11,508	–	–	0.04%	324
2020 Q3	$137K	Hold	11,508	–	–	0.05%	299
2020 Q2	$123K	Hold	11,508	–	–	0.04%	324
2020 Q1	$130K	Hold	11,508	–	–	0.06%	277
2019 Q4	$129K	Hold	11,508	–	–	0.04%	436
2019 Q3	$132K	Hold	11,508	–	–	0.04%	429
2019 Q2	$129K	Hold	11,508	–	–	0.04%	434
2019 Q1	$125K	Buy	+11,508	New	+$123K	0.06%	352

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's NMI Position: Q4 2023 in Review

Realta Investment Advisors sold out of Nuveen Municipal Income (NMI) in Q4 2023, closing a stake of 15,028 shares — an estimated $142K sold.

Realta Investment Advisors first reported a position in NMI in Q1 2019 and held it in 19 quarters. The position peaked at $180K in Q3 2021. 24 funds tracked by Wall St. Rank hold NMI as of Q4 2023.

Realta Investment Advisors reported no remaining Nuveen Municipal Income position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 15,028 Nuveen Municipal Income shares in Q4 2023, an estimated $142K.
Realta Investment Advisors first reported a position in Nuveen Municipal Income in Q1 2019 and held it in 19 quarters.
Realta Investment Advisors's Nuveen Municipal Income position peaked at $180K in Q3 2021.
24 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.