Stifel Financial’s Nuveen Municipal Income NMI Stock Holding History

Stifel Financial’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-22,270	Closed	-$263K	–	3386
2021 Q2	$263K	Hold	22,270	–	–	﹤0.01%	2983
2021 Q1	$255K	Hold	22,270	–	–	﹤0.01%	2882
2020 Q4	$254K	Hold	22,270	–	–	﹤0.01%	2688
2020 Q3	$265K	Buy	22,270 +4,500	+25%	+$51.6K	﹤0.01%	2475
2020 Q2	$190K	Buy	+17,770	New	+$186K	﹤0.01%	2597

Other funds holding NMI

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Stifel Financial's NMI Position: Q3 2021 in Review

Stifel Financial sold out of Nuveen Municipal Income (NMI) in Q3 2021, closing a stake of 22,270 shares — an estimated $263K sold.

Stifel Financial first reported a position in NMI in Q2 2020 and held it in 5 quarters. The position peaked at $265K in Q3 2020. 31 funds tracked by Wall St. Rank hold NMI as of Q3 2021.

Stifel Financial reported no remaining Nuveen Municipal Income position as of Q3 2021 after selling out during the quarter.
Stifel Financial sold 22,270 Nuveen Municipal Income shares in Q3 2021, an estimated $263K.
Stifel Financial first reported a position in Nuveen Municipal Income in Q2 2020 and held it in 5 quarters.
Stifel Financial's Nuveen Municipal Income position peaked at $265K in Q3 2020.
31 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.