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StrategIQ Financial Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

StrategIQ Financial Group’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$132K Sell
11,550
-800
-6% -$8.45K 0.01% 315
2023
Q3 		$125K Hold
12,350
– – 0.01% 303
2023
Q2 		$139K Sell
12,350
-300
-2% -$3.38K 0.02% 300
2023
Q1 		$146K Hold
12,650
– – 0.02% 282
2022
Q4 		$149K Buy
+12,650
New +$142K 0.02% 274

Other funds holding NAD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

StrategIQ Financial Group's NAD Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 6.5% in Q4 2023, selling an estimated $8.45K and leaving 11,550 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #315.

StrategIQ Financial Group first reported a position in NAD in Q4 2022 and has held it in 5 quarters since. The position peaked at $149K in Q4 2022. 268 funds tracked by Wall St. Rank hold NAD as of Q4 2023.

  • StrategIQ Financial Group held 11,550 shares of Nuveen Quality Municipal Income Fund worth $132K as of Q4 2023.
  • StrategIQ Financial Group sold 800 Nuveen Quality Municipal Income Fund shares in Q4 2023, an estimated $8.45K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of StrategIQ Financial Group's portfolio in Q4 2023, its #315 holding.
  • StrategIQ Financial Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 5 quarters since.
  • StrategIQ Financial Group's Nuveen Quality Municipal Income Fund position peaked at $149K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.