Steward Partners Investment Advisory’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Steward Partners Investment Advisory’s Portfolio NMT Stock Details NMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-700	Closed	-$7.31K	–	3429
2023 Q2	$7.31K	Hold	700	–	–	﹤0.01%	2671
2023 Q1	$7.45K	Buy	+700	New	+$7.56K	﹤0.01%	2652
2021 Q2	–	Sell	-8,642	Closed	-$124K	–	7296
2021 Q1	$124K	Buy	+8,642	New	+$126K	﹤0.01%	1516

Other funds holding NMT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Steward Partners Investment Advisory's NMT Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q3 2023, closing a stake of 700 shares — an estimated $7.31K sold.

Steward Partners Investment Advisory first reported a position in NMT in Q1 2021 and held it in 3 quarters. The position peaked at $124K in Q1 2021. 34 funds tracked by Wall St. Rank hold NMT as of Q3 2023.

Steward Partners Investment Advisory reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 700 Nuveen Massachusetts Quality Municipal Income Fund shares in Q3 2023, an estimated $7.31K.
Steward Partners Investment Advisory first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q1 2021 and held it in 3 quarters.
Steward Partners Investment Advisory's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $124K in Q1 2021.
34 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.