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Sonora Investment Management Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sonora Investment Management Group’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
2023
Q1 		– Sell
-10,110
Closed -$119K – 281
2022
Q4 		$119K Sell
10,110
-750
-7% -$8.43K 0.01% 257
2022
Q3 		$135K Hold
10,860
– – 0.02% 196
2022
Q2 		$135K Hold
10,860
– – 0.01% 230
2022
Q1 		$145K Hold
10,860
– – 0.02% 214
2021
Q4 		$175K Buy
+10,860
New +$170K 0.02% 202

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RCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sonora Investment Management Group's NAD Position: Q1 2023 in Review

Sonora Investment Management Group sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 10,110 shares — an estimated $119K sold.

Sonora Investment Management Group first reported a position in NAD in Q4 2021 and held it in 5 quarters. The position peaked at $175K in Q4 2021. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

  • Sonora Investment Management Group reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 10,110 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $119K.
  • Sonora Investment Management Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and held it in 5 quarters.
  • Sonora Investment Management Group's Nuveen Quality Municipal Income Fund position peaked at $175K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Sonora Investment Management Group's 13F filing for Q1 2023, filed 12 May 2023.