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Sea Otter Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sea Otter 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
Q3 		– Sell
-13,935
Closed -$157K – 274
2023
Q2 		$157K Buy
+13,935
New +$157K 0.09% 102

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HWAM
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SCM
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Sea Otter Advisors's NAD Position: Q3 2023 in Review

Sea Otter Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2023, closing a stake of 13,935 shares — an estimated $157K sold.

Sea Otter Advisors first reported a position in NAD in Q2 2023 and held it in 1 quarter. The position peaked at $157K in Q2 2023. 247 funds tracked by Wall St. Rank hold NAD as of Q3 2023.

  • Sea Otter Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Sea Otter Advisors sold 13,935 Nuveen Quality Municipal Income Fund shares in Q3 2023, an estimated $157K.
  • Sea Otter Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2023 and held it in 1 quarter.
  • Sea Otter Advisors's Nuveen Quality Municipal Income Fund position peaked at $157K in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2023.

Based on Sea Otter Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.