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Romano Brothers & Co’s Nuveen Municipal Income NMI Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-700
Closed -$6.58K – 728
2022
Q4 		$6.58K Buy
+700
New +$6.24K ﹤0.01% 793

Other funds holding NMI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Romano Brothers & Co's NMI Position: Q1 2023 in Review

Romano Brothers & Co sold out of Nuveen Municipal Income (NMI) in Q1 2023, closing a stake of 700 shares — an estimated $6.58K sold.

Romano Brothers & Co first reported a position in NMI in Q4 2022 and held it in 1 quarter. The position peaked at $6.58K in Q4 2022. 23 funds tracked by Wall St. Rank hold NMI as of Q1 2023.

  • Romano Brothers & Co reported no remaining Nuveen Municipal Income position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 700 Nuveen Municipal Income shares in Q1 2023, an estimated $6.58K.
  • Romano Brothers & Co first reported a position in Nuveen Municipal Income in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Nuveen Municipal Income position peaked at $6.58K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.