SPIA
NUO

Steward Partners Investment Advisory’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Steward Partners Investment Advisory’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$5K – 2937
2020
Q2 		$5K Hold
300
– – ﹤0.01% 2302
2020
Q1 		$4K Hold
300
– – ﹤0.01% 2186
2019
Q4 		$4K Hold
300
– – ﹤0.01% 2332
2019
Q3 		$4K Hold
300
– – ﹤0.01% 2332
2019
Q2 		$4K Buy
+300
New +$4.43K ﹤0.01% 2323
2018
Q4 		– Sell
-1,350
Closed -$18K – 2600
2018
Q3 		$18K Hold
1,350
– – ﹤0.01% 1622
2018
Q2 		$19K Hold
1,350
– – ﹤0.01% 1500
2018
Q1 		$18K Hold
1,350
– – ﹤0.01% 1392
2017
Q4 		$19K Hold
1,350
– – ﹤0.01% 1146
2017
Q3 		$20K Buy
+1,350
New +$20.5K ﹤0.01% 949

Other funds holding NUO

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's NUO Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2020, closing a stake of 300 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in NUO in Q3 2017 and held it in 10 quarters. The position peaked at $20K in Q3 2017. 43 funds tracked by Wall St. Rank hold NUO as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 300 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2020, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q3 2017 and held it in 10 quarters.
  • Steward Partners Investment Advisory's Nuveen Ohio Quality Municipal Income Fund position peaked at $20K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.