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Robertson Stephens Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Robertson Stephens Wealth Management’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
2022
Q4 		– Sell
-23,264
Closed -$257K – 425
2022
Q3 		$257K Hold
23,264
– – 0.03% 305
2022
Q2 		$291K Buy
+23,264
New +$294K 0.03% 295

Other funds holding NAD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Robertson Stephens Wealth Management's NAD Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2022, closing a stake of 23,264 shares — an estimated $257K sold.

Robertson Stephens Wealth Management first reported a position in NAD in Q2 2022 and held it in 2 quarters. The position peaked at $291K in Q2 2022. 267 funds tracked by Wall St. Rank hold NAD as of Q4 2022.

  • Robertson Stephens Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 23,264 Nuveen Quality Municipal Income Fund shares in Q4 2022, an estimated $257K.
  • Robertson Stephens Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $291K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.