SWP
NTC

Stratos Wealth Partners’s Nuveen Connecticut Quality Municipal Income Fund NTC Stock Holding History

Stratos Wealth Partners’s Portfolio NTC Stock Details NTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,353
Closed -$127K – 871
2016
Q4 		$127K Hold
10,353
– – 0.01% 683
2016
Q3 		$143K Buy
+10,353
New +$146K 0.01% 637

Other funds holding NTC

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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Stratos Wealth Partners's NTC Position: Q1 2017 in Review

Stratos Wealth Partners sold out of Nuveen Connecticut Quality Municipal Income Fund (NTC) in Q1 2017, closing a stake of 10,353 shares — an estimated $127K sold.

Stratos Wealth Partners first reported a position in NTC in Q3 2016 and held it in 2 quarters. The position peaked at $143K in Q3 2016. 35 funds tracked by Wall St. Rank hold NTC as of Q1 2017.

  • Stratos Wealth Partners reported no remaining Nuveen Connecticut Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,353 Nuveen Connecticut Quality Municipal Income Fund shares in Q1 2017, an estimated $127K.
  • Stratos Wealth Partners first reported a position in Nuveen Connecticut Quality Municipal Income Fund in Q3 2016 and held it in 2 quarters.
  • Stratos Wealth Partners's Nuveen Connecticut Quality Municipal Income Fund position peaked at $143K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Nuveen Connecticut Quality Municipal Income Fund as of Q1 2017.

Based on Stratos Wealth Partners's 13F filing for Q1 2017, filed 11 May 2017.