SVWA
NKG

Sound View Wealth Advisors’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

Sound View Wealth Advisors’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$266K Hold
22,306
– – 0.08% 204
2018
Q4 		$244K Buy
+22,306
New +$242K 0.09% 198

Other funds holding NKG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Sound View Wealth Advisors's NKG Position: Q1 2019 in Review

Sound View Wealth Advisors held its Nuveen Georgia Quality Municipal Income Fund (NKG) position steady in Q1 2019 at 22,306 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #204.

Sound View Wealth Advisors first reported a position in NKG in Q4 2018 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold NKG as of Q1 2019.

  • Sound View Wealth Advisors held 22,306 shares of Nuveen Georgia Quality Municipal Income Fund worth $266K as of Q1 2019.
  • Sound View Wealth Advisors left its Nuveen Georgia Quality Municipal Income Fund share count unchanged in Q1 2019.
  • Nuveen Georgia Quality Municipal Income Fund made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #204 holding.
  • Sound View Wealth Advisors first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q4 2018 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.