SSWM
NNC

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

Smith Salley 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
2019
Q1 		– Sell
-17,746
Closed -$209K – 183
2018
Q4 		$209K Sell
17,746
-6,963
-28% -$82.2K 0.04% 163
2018
Q3 		$297K Hold
24,709
– – 0.05% 154
2018
Q2 		$305K Buy
24,709
+6,963
+39% +$85.3K 0.05% 147
2018
Q1 		$218K Hold
17,746
– – 0.04% 168
2017
Q4 		$229K Hold
17,746
– – 0.04% 169
2017
Q3 		$237K Hold
17,746
– – 0.05% 156
2017
Q2 		$237K Hold
17,746
– – 0.05% 155
2017
Q1 		$230K Buy
+17,746
New +$230K 0.05% 156

Other funds holding NNC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Smith Salley Wealth Management's NNC Position: Q1 2019 in Review

Smith Salley Wealth Management sold out of Nuveen North Carolina Quality Municipal Income Fund (NNC) in Q1 2019, closing a stake of 17,746 shares — an estimated $209K sold.

Smith Salley Wealth Management first reported a position in NNC in Q1 2017 and held it in 8 quarters. The position peaked at $305K in Q2 2018. 38 funds tracked by Wall St. Rank hold NNC as of Q1 2019.

  • Smith Salley Wealth Management reported no remaining Nuveen North Carolina Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • Smith Salley Wealth Management sold 17,746 Nuveen North Carolina Quality Municipal Income Fund shares in Q1 2019, an estimated $209K.
  • Smith Salley Wealth Management first reported a position in Nuveen North Carolina Quality Municipal Income Fund in Q1 2017 and held it in 8 quarters.
  • Smith Salley Wealth Management's Nuveen North Carolina Quality Municipal Income Fund position peaked at $305K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Nuveen North Carolina Quality Municipal Income Fund as of Q1 2019.

Based on Smith Salley Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.