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Sargent Bickham Lagudis’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sargent Bickham Lagudis’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
2020
Q2 		– Sell
-514
Closed -$7K – 796
2020
Q1 		$7K Buy
+514
New +$7.43K ﹤0.01% 611

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KIM
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sargent Bickham Lagudis's NAD Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2020, closing a stake of 514 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in NAD in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 212 funds tracked by Wall St. Rank hold NAD as of Q2 2020.

  • Sargent Bickham Lagudis reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 514 Nuveen Quality Municipal Income Fund shares in Q2 2020, an estimated $7K.
  • Sargent Bickham Lagudis first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Nuveen Quality Municipal Income Fund position peaked at $7K in Q1 2020.
  • 212 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.