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Sheets Smith Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sheets Smith 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
2017
Q1 		– Sell
-10,668
Closed -$149K – 301
2016
Q4 		$149K Buy
10,668
+75
+0.7% +$1.04K 0.04% 270
2016
Q3 		$160K Buy
+10,593
New +$164K 0.05% 255

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RCM
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
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KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Sheets Smith Wealth Management's NAD Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2017, closing a stake of 10,668 shares — an estimated $149K sold.

Sheets Smith Wealth Management first reported a position in NAD in Q3 2016 and held it in 2 quarters. The position peaked at $160K in Q3 2016. 154 funds tracked by Wall St. Rank hold NAD as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,668 Nuveen Quality Municipal Income Fund shares in Q1 2017, an estimated $149K.
  • Sheets Smith Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $160K in Q3 2016.
  • 154 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.