Selective Wealth Management’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

Selective Wealth Management’s Portfolio NQP Stock Details NQP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,791	Closed	-$74K	–	520
2022 Q3	$74K	Hold	6,791	–	–	0.03%	251
2022 Q2	$83K	Hold	6,791	–	–	0.03%	249
2022 Q1	$92K	Hold	6,791	–	–	0.03%	219
2021 Q4	$101K	Hold	6,791	–	–	0.04%	194
2021 Q3	$100K	Hold	6,791	–	–	0.05%	187
2021 Q2	$103K	Buy	+6,791	New	+$99.8K	0.08%	117

Other funds holding NQP

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Selective Wealth Management's NQP Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q4 2022, closing a stake of 6,791 shares — an estimated $74K sold.

Selective Wealth Management first reported a position in NQP in Q2 2021 and held it in 6 quarters. The position peaked at $103K in Q2 2021. 77 funds tracked by Wall St. Rank hold NQP as of Q4 2022.

Selective Wealth Management reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 6,791 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q4 2022, an estimated $74K.
Selective Wealth Management first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $103K in Q2 2021.
77 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.