SSWM
NNC

Sheets Smith Wealth Management’s Nuveen North Carolina Quality Municipal Income Fund NNC Stock Holding History

Sheets Smith Wealth Management’s Portfolio NNC Stock Details NNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,125
Closed -$132K – 267
2014
Q4 		$132K Buy
+10,125
New +$132K 0.03% 240

Other funds holding NNC

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sheets Smith Wealth Management's NNC Position: Q1 2015 in Review

Sheets Smith Wealth Management sold out of Nuveen North Carolina Quality Municipal Income Fund (NNC) in Q1 2015, closing a stake of 10,125 shares — an estimated $132K sold.

Sheets Smith Wealth Management first reported a position in NNC in Q4 2014 and held it in 1 quarter. The position peaked at $132K in Q4 2014. 33 funds tracked by Wall St. Rank hold NNC as of Q1 2015.

  • Sheets Smith Wealth Management reported no remaining Nuveen North Carolina Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,125 Nuveen North Carolina Quality Municipal Income Fund shares in Q1 2015, an estimated $132K.
  • Sheets Smith Wealth Management first reported a position in Nuveen North Carolina Quality Municipal Income Fund in Q4 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Nuveen North Carolina Quality Municipal Income Fund position peaked at $132K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Nuveen North Carolina Quality Municipal Income Fund as of Q1 2015.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2015, filed 5 May 2015.