Sterling Investment Advisors (Pennsylvania)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-955	Closed	-$12K	–	356
2022 Q2	$12K	Hold	955	–	–	﹤0.01%	384
2022 Q1	$13K	Hold	955	–	–	﹤0.01%	406
2021 Q4	$15K	Hold	955	–	–	﹤0.01%	396
2021 Q3	$15K	Hold	955	–	–	﹤0.01%	402
2021 Q2	$15K	Buy	955 +455	+91%	+$7.08K	﹤0.01%	392
2021 Q1	$8K	Hold	500	–	–	﹤0.01%	418
2020 Q4	$8K	Hold	500	–	–	﹤0.01%	386
2020 Q3	$7K	Hold	500	–	–	﹤0.01%	368
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	367
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	340
2019 Q4	$7K	Buy	+500	New	+$7.23K	﹤0.01%	357

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NAD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2022, closing a stake of 955 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NAD in Q4 2019 and held it in 11 quarters. The position peaked at $15K in Q4 2021. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 955 Nuveen Quality Municipal Income Fund shares in Q3 2022, an estimated $12K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Nuveen Quality Municipal Income Fund in Q4 2019 and held it in 11 quarters.
Sterling Investment Advisors (Pennsylvania)'s Nuveen Quality Municipal Income Fund position peaked at $15K in Q4 2021.
261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.