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Reilly Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Reilly Financial 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
2017
Q4 		– Sell
-2,660
Closed -$38K – 1009
2017
Q3 		$38K Hold
2,660
– – 0.01% 351
2017
Q2 		$37K Hold
2,660
– – 0.01% 357
2017
Q1 		$36K Hold
2,660
– – 0.01% 354
2016
Q4 		$37K Buy
+2,660
New +$37K 0.01% 327

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Reilly Financial Advisors's NAD Position: Q4 2017 in Review

Reilly Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2017, closing a stake of 2,660 shares — an estimated $38K sold.

Reilly Financial Advisors first reported a position in NAD in Q4 2016 and held it in 4 quarters. The position peaked at $38K in Q3 2017. 179 funds tracked by Wall St. Rank hold NAD as of Q4 2017.

  • Reilly Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,660 Nuveen Quality Municipal Income Fund shares in Q4 2017, an estimated $38K.
  • Reilly Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and held it in 4 quarters.
  • Reilly Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $38K in Q3 2017.
  • 179 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2017.

Based on Reilly Financial Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.