SPIA
NUM

Steward Partners Investment Advisory’s Nuveen Michigan Quality Municipal Income Fund NUM Stock Holding History

Steward Partners Investment Advisory’s Portfolio NUM Stock Details NUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-27
Closed – – 1732
2017
Q1 		$0 Buy
+27
New +$360 ﹤0.01% 1598

Other funds holding NUM

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LPIC
LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Partners Investment Advisory's NUM Position: Q2 2017 in Review

Steward Partners Investment Advisory sold out of Nuveen Michigan Quality Municipal Income Fund (NUM) in Q2 2017, closing a stake of 27 shares.

Steward Partners Investment Advisory first reported a position in NUM in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 46 funds tracked by Wall St. Rank hold NUM as of Q2 2017.

  • Steward Partners Investment Advisory reported no remaining Nuveen Michigan Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27 Nuveen Michigan Quality Municipal Income Fund shares in Q2 2017.
  • Steward Partners Investment Advisory first reported a position in Nuveen Michigan Quality Municipal Income Fund in Q1 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Nuveen Michigan Quality Municipal Income Fund position peaked at $0 in Q1 2017.
  • 46 funds tracked by Wall St. Rank held Nuveen Michigan Quality Municipal Income Fund as of Q2 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2017, filed 22 Nov 2017.