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

Regal 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
2013
Q4 		– Sell
-575
Closed -$8K – 914
2013
Q3 		$8K Hold
575
– – ﹤0.01% 644
2013
Q2 		$8K Buy
+575
New +$8.46K ﹤0.01% 634

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Regal Investment Advisors's NAD Position: Q4 2013 in Review

Regal Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2013, closing a stake of 575 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in NAD in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 60 funds tracked by Wall St. Rank hold NAD as of Q4 2013.

  • Regal Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 575 Nuveen Quality Municipal Income Fund shares in Q4 2013, an estimated $8K.
  • Regal Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $8K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.