Ropes Wealth Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Ropes Wealth Advisors’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,776	Closed	-$157K	–	277
2022 Q3	$157K	Hold	14,776	–	–	0.03%	247
2022 Q2	$175K	Hold	14,776	–	–	0.04%	260
2022 Q1	$188K	Hold	14,776	–	–	0.03%	283
2021 Q4	$234K	Hold	14,776	–	–	0.04%	247
2021 Q3	$227K	Hold	14,776	–	–	0.04%	258
2021 Q2	$224K	Hold	14,776	–	–	0.04%	249
2021 Q1	$220K	Hold	14,776	–	–	0.04%	233
2020 Q4	$215K	Buy	14,776 +6,976	+89%	+$101K	0.03%	225
2020 Q3	$109K	Hold	7,800	–	–	0.02%	261
2020 Q2	$107K	Hold	7,800	–	–	0.02%	252
2020 Q1	$105K	Hold	7,800	–	–	0.03%	223
2019 Q4	$111K	Hold	7,800	–	–	0.02%	263
2019 Q3	$111K	Hold	7,800	–	–	0.02%	271
2019 Q2	$101K	Buy	+7,800	New	+$99.6K	0.02%	273

Other funds holding NMT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's NMT Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q4 2022, closing a stake of 14,776 shares — an estimated $157K sold.

Ropes Wealth Advisors first reported a position in NMT in Q2 2019 and held it in 14 quarters. The position peaked at $234K in Q4 2021. 29 funds tracked by Wall St. Rank hold NMT as of Q4 2022.

Ropes Wealth Advisors reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 14,776 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2022, an estimated $157K.
Ropes Wealth Advisors first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q2 2019 and held it in 14 quarters.
Ropes Wealth Advisors's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $234K in Q4 2021.
29 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.