Sugarloaf Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sugarloaf Wealth Management’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 Q3	–	Sell	-467	Closed	-$5.08K	–	694
2023 Q2	$5.26K	Hold	467	–	–	﹤0.01%	546
2023 Q1	$5.38K	Hold	467	–	–	﹤0.01%	540
2022 Q4	$5.51K	Hold	467	–	–	﹤0.01%	568
2022 Q3	$6K	Hold	467	–	–	﹤0.01%	593
2022 Q2	$6K	Hold	467	–	–	﹤0.01%	589
2022 Q1	$6K	Hold	467	–	–	﹤0.01%	552
2021 Q4	$8K	Hold	467	–	–	﹤0.01%	537
2021 Q3	$7K	Hold	467	–	–	﹤0.01%	563
2021 Q2	$7K	Hold	467	–	–	﹤0.01%	561
2021 Q1	$7	Hold	467	–	–	﹤0.01%	549
2020 Q4	$7K	Hold	467	–	–	﹤0.01%	510
2020 Q3	$7K	Hold	467	–	–	﹤0.01%	487
2020 Q2	$7K	Hold	467	–	–	﹤0.01%	484
2020 Q1	$6K	Hold	467	–	–	﹤0.01%	492
2019 Q4	$7K	Buy	+467	New	+$6.75K	﹤0.01%	501

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Sugarloaf Wealth Management's NAD Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2023, closing a stake of 467 shares — an estimated $5.08K sold.

Sugarloaf Wealth Management first reported a position in NAD in Q4 2019 and held it in 15 quarters. The position peaked at $8K in Q4 2021. 247 funds tracked by Wall St. Rank hold NAD as of Q3 2023.

Sugarloaf Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 467 Nuveen Quality Municipal Income Fund shares in Q3 2023, an estimated $5.08K.
Sugarloaf Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2019 and held it in 15 quarters.
Sugarloaf Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $8K in Q4 2021.
247 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.