SWP
NUO

Strategic Wealth Partners’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-4,000
Closed -$56K – 727
2018
Q2 		$56K Buy
+4,000
New +$54.9K 0.03% 243

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's NUO Position: Q3 2018 in Review

Strategic Wealth Partners sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2018, closing a stake of 4,000 shares — an estimated $56K sold.

Strategic Wealth Partners first reported a position in NUO in Q2 2018 and held it in 1 quarter. The position peaked at $56K in Q2 2018. 40 funds tracked by Wall St. Rank hold NUO as of Q3 2018.

  • Strategic Wealth Partners reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 4,000 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2018, an estimated $56K.
  • Strategic Wealth Partners first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's Nuveen Ohio Quality Municipal Income Fund position peaked at $56K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.