SWM
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SeaCrest Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-13,295
Closed -$153K – 649
2023
Q1 		$153K Buy
13,295
+28
+0.2% +$324 0.02% 595
2022
Q4 		$157K Buy
13,267
+71
+0.5% +$798 0.02% 588
2022
Q3 		$145K Sell
13,196
-1,892
-13% -$23.6K 0.02% 575
2022
Q2 		$188K Hold
15,088
– – 0.02% 626
2022
Q1 		$202K Buy
15,088
+32
+0.2% +$460 0.02% 653
2021
Q4 		$243K Sell
15,056
-1,007
-6% -$15.8K 0.03% 582
2021
Q3 		$251K Buy
16,063
+60
+0.4% +$972 0.03% 548
2021
Q2 		$256K Buy
16,003
+1,546
+11% +$24K 0.03% 552
2021
Q1 		$219K Sell
14,457
-1,837
-11% -$27.7K 0.03% 573
2020
Q4 		$250K Sell
16,294
-3,142
-16% -$46.4K 0.04% 493
2020
Q3 		$282K Buy
19,436
+99
+0.5% +$1.44K 0.05% 415
2020
Q2 		$271K Buy
19,337
+69
+0.4% +$941 0.05% 426
2020
Q1 		$265K Buy
19,268
+5,466
+40% +$79K 0.06% 358
2019
Q4 		$202K Buy
13,802
+1,477
+12% +$21.4K 0.03% 504
2019
Q3 		$177K Buy
+12,325
New +$177K 0.03% 502
2019
Q2 		– Sell
-9,641
Closed -$131K – 1350
2019
Q1 		$131K Sell
9,641
-7
-0.1% -$93 0.02% 601
2018
Q4 		$121K Buy
9,648
+51
+0.5% +$638 0.02% 587
2018
Q3 		$123K Buy
9,597
+4,112
+75% +$54.1K 0.02% 675
2018
Q2 		$73K Sell
5,485
-407
-7% -$5.35K 0.01% 833
2018
Q1 		$77K Sell
5,892
-1,953
-25% -$26.1K 0.01% 787
2017
Q4 		$110K Buy
+7,845
New +$110K 0.02% 682

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SeaCrest Wealth Management's NAD Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2023, closing a stake of 13,295 shares — an estimated $153K sold.

SeaCrest Wealth Management first reported a position in NAD in Q4 2017 and held it in 21 quarters. The position peaked at $282K in Q3 2020. 253 funds tracked by Wall St. Rank hold NAD as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,295 Nuveen Quality Municipal Income Fund shares in Q2 2023, an estimated $153K.
  • SeaCrest Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and held it in 21 quarters.
  • SeaCrest Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $282K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.