Sheets Smith Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Sheets Smith Wealth Management’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14,590	Closed	-$167K	–	368
2021 Q1	$167K	Hold	14,590	–	–	0.02%	324
2020 Q4	$166K	Hold	14,590	–	–	0.03%	328
2020 Q3	$173K	Hold	14,590	–	–	0.03%	287
2020 Q2	$156K	Hold	14,590	–	–	0.03%	252
2020 Q1	$165K	Hold	14,590	–	–	0.03%	265
2019 Q4	$165K	Buy	14,590 +1,000	+7%	+$11.4K	0.03%	308
2019 Q3	$156K	Buy	13,590 +3,000	+28%	+$34.2K	0.03%	288
2019 Q2	$119K	Hold	10,590	–	–	0.02%	309
2019 Q1	$115K	Hold	10,590	–	–	0.02%	308
2018 Q4	$107K	Sell	10,590 -2,000	-16%	-$20.3K	0.03%	269
2018 Q3	$129K	Hold	12,590	–	–	0.03%	329
2018 Q2	$142K	Hold	12,590	–	–	0.03%	301
2018 Q1	$147K	Hold	12,590	–	–	0.04%	303
2017 Q4	$146K	Hold	12,590	–	–	0.03%	317
2017 Q3	$145K	Hold	12,590	–	–	0.04%	299
2017 Q2	$148K	Hold	12,590	–	–	0.04%	288
2017 Q1	$154K	Sell	12,590 -2,000	-14%	-$23K	0.04%	283
2016 Q4	$164K	Buy	14,590 +90	+0.6%	+$1.06K	0.05%	266
2016 Q3	$184K	Hold	14,500	–	–	0.05%	252
2016 Q2	$191K	Buy	14,500 +2,000	+16%	+$25.2K	0.06%	244
2016 Q1	$155K	Hold	12,500	–	–	0.05%	227
2015 Q4	$150K	Hold	12,500	–	–	0.05%	220
2015 Q3	$134K	Hold	12,500	–	–	0.05%	203
2015 Q2	$138K	Hold	12,500	–	–	0.04%	229
2015 Q1	$148K	Hold	12,500	–	–	0.04%	233
2014 Q4	$149K	Hold	12,500	–	–	0.04%	238
2014 Q3	$137K	Hold	12,500	–	–	0.04%	236
2014 Q2	$138K	Hold	12,500	–	–	0.04%	256
2014 Q1	$140K	Sell	12,500 -1,000	-7%	-$11K	0.04%	238
2013 Q4	$137K	Hold	13,500	–	–	0.04%	255
2013 Q3	$136K	Hold	13,500	–	–	0.04%	229
2013 Q2	$145K	Buy	+13,500	New	+$158K	0.05%	219

Other funds holding NMI

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Sheets Smith Wealth Management's NMI Position: Q2 2021 in Review

Sheets Smith Wealth Management sold out of Nuveen Municipal Income (NMI) in Q2 2021, closing a stake of 14,590 shares — an estimated $167K sold.

Sheets Smith Wealth Management first reported a position in NMI in Q2 2013 and held it in 32 quarters. The position peaked at $191K in Q2 2016. 31 funds tracked by Wall St. Rank hold NMI as of Q2 2021.

Sheets Smith Wealth Management reported no remaining Nuveen Municipal Income position as of Q2 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 14,590 Nuveen Municipal Income shares in Q2 2021, an estimated $167K.
Sheets Smith Wealth Management first reported a position in Nuveen Municipal Income in Q2 2013 and held it in 32 quarters.
Sheets Smith Wealth Management's Nuveen Municipal Income position peaked at $191K in Q2 2016.
31 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.