Running Point Capital Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Running Point Capital 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
2023 Q1	–	Sell	-10,000	Closed	-$118K	–	183
2022 Q4	$118K	Hold	10,000	–	–	0.07%	129
2022 Q3	$110K	Hold	10,000	–	–	0.07%	122
2022 Q2	$125K	Hold	10,000	–	–	0.08%	113
2022 Q1	$134K	Buy	+10,000	New	+$144K	0.08%	117

Other funds holding NAD

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RCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

HWAM

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

Running Point Capital Advisors's NAD Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 10,000 shares — an estimated $118K sold.

Running Point Capital Advisors first reported a position in NAD in Q1 2022 and held it in 4 quarters. The position peaked at $134K in Q1 2022. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

Running Point Capital Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $118K.
Running Point Capital Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Nuveen Quality Municipal Income Fund position peaked at $134K in Q1 2022.
256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.