Sanders Morris Harris’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Sanders Morris Harris’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-38,702	Closed	-$456K	–	305
2024 Q3	$456K	Hold	38,702	–	–	0.08%	169
2024 Q2	$435K	Hold	38,702	–	–	0.07%	170
2024 Q1	$424K	Buy	+38,702	New	+$424K	0.08%	173
2022 Q3	–	Sell	-41,801	Closed	-$492K	–	303
2022 Q2	$492K	Hold	41,801	–	–	0.11%	151
2022 Q1	$525K	Buy	+41,801	New	+$554K	0.1%	160
2021 Q2	–	Sell	-10,600	Closed	-$152K	–	328
2021 Q1	$152K	Hold	10,600	–	–	0.03%	279
2020 Q4	$149K	Buy	+10,600	New	+$146K	0.03%	267
2020 Q2	–	Sell	-10,600	Closed	-$111K	–	166
2020 Q1	$111K	Sell	10,600 -1,000	-9%	-$13.9K	0.11%	112
2019 Q4	$161K	Sell	11,600 -6,000	-34%	-$84.7K	0.04%	269
2019 Q3	$252K	Sell	17,600 -25,700	-59%	-$361K	0.06%	230
2019 Q2	$604K	Buy	+43,300	New	+$589K	0.16%	128

Other funds holding NAN

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

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

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

Sanders Morris Harris's NAN Position: Q4 2024 in Review

Sanders Morris Harris sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2024, closing a stake of 38,702 shares — an estimated $456K sold.

Sanders Morris Harris first reported a position in NAN in Q2 2019 and held it in 11 quarters. The position peaked at $604K in Q2 2019. 47 funds tracked by Wall St. Rank hold NAN as of Q4 2024.

Sanders Morris Harris reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Sanders Morris Harris sold 38,702 Nuveen New York Quality Municipal Income Fund shares in Q4 2024, an estimated $456K.
Sanders Morris Harris first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2019 and held it in 11 quarters.
Sanders Morris Harris's Nuveen New York Quality Municipal Income Fund position peaked at $604K in Q2 2019.
47 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.