RWB
NAD icon

RMR Wealth Builders’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-2,142
Closed -$32K – 495
2021
Q1 		$32K Buy
+2,142
New +$32.3K 0.01% 442

Other funds holding NAD

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BI
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's NAD Position: Q2 2021 in Review

RMR Wealth Builders sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2021, closing a stake of 2,142 shares — an estimated $32K sold.

RMR Wealth Builders first reported a position in NAD in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

  • RMR Wealth Builders reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 2,142 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $32K.
  • RMR Wealth Builders first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Nuveen Quality Municipal Income Fund position peaked at $32K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.