SPC
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Sigma Planning Corp’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sigma Planning Corp’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
2022
Q4 		– Sell
-10,458
Closed -$115K – 1315
2022
Q3 		$115K Buy
+10,458
New +$130K ﹤0.01% 1181
2022
Q1 		– Sell
-11,190
Closed -$180K – 1454
2021
Q4 		$180K Buy
11,190
+87
+0.8% +$1.36K 0.01% 1293
2021
Q3 		$173K Sell
11,103
-842
-7% -$13.6K 0.01% 1282
2021
Q2 		$191K Buy
11,945
+537
+5% +$8.35K 0.01% 1308
2021
Q1 		$173K Sell
11,408
-496
-4% -$7.48K 0.01% 1241
2020
Q4 		$183K Sell
11,904
-3,869
-25% -$57.2K 0.01% 1122
2020
Q3 		$229K Sell
15,773
-6,206
-28% -$90.1K 0.01% 907
2020
Q2 		$308K Sell
21,979
-13
-0.1% -$177 0.01% 765
2020
Q1 		$302K Buy
21,992
+1,449
+7% +$20.9K 0.02% 649
2019
Q4 		$300K Buy
+20,543
New +$297K 0.01% 801
2018
Q1 		– Sell
-15,291
Closed -$215K – 896
2017
Q4 		$215K Buy
15,291
+2,647
+21% +$37.1K 0.02% 748
2017
Q3 		$179K Buy
12,644
+74
+0.6% +$1.05K 0.01% 783
2017
Q2 		$176K Buy
12,570
+1,772
+16% +$24.7K 0.02% 726
2017
Q1 		$148K Sell
10,798
-2,505
-19% -$34.5K 0.01% 723
2016
Q4 		$186K Buy
13,303
+75
+0.6% +$1.04K 0.02% 660
2016
Q3 		$199K Buy
+13,228
New +$205K 0.02% 661

Other funds holding NAD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Sigma Planning Corp's NAD Position: Q4 2022 in Review

Sigma Planning Corp sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2022, closing a stake of 10,458 shares — an estimated $115K sold.

Sigma Planning Corp first reported a position in NAD in Q3 2016 and held it in 16 quarters. The position peaked at $308K in Q2 2020. 267 funds tracked by Wall St. Rank hold NAD as of Q4 2022.

  • Sigma Planning Corp reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 10,458 Nuveen Quality Municipal Income Fund shares in Q4 2022, an estimated $115K.
  • Sigma Planning Corp first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 16 quarters.
  • Sigma Planning Corp's Nuveen Quality Municipal Income Fund position peaked at $308K in Q2 2020.
  • 267 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.