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Summit Securities Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Summit Securities 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
Q1 		– Sell
-11,531
Closed -$136K – 1113
2022
Q4 		$136K Buy
+11,531
New +$130K 0.01% 543

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Summit Securities Group's NAD Position: Q1 2023 in Review

Summit Securities Group sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2023, closing a stake of 11,531 shares — an estimated $136K sold.

Summit Securities Group first reported a position in NAD in Q4 2022 and held it in 1 quarter. The position peaked at $136K in Q4 2022. 256 funds tracked by Wall St. Rank hold NAD as of Q1 2023.

  • Summit Securities Group reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 11,531 Nuveen Quality Municipal Income Fund shares in Q1 2023, an estimated $136K.
  • Summit Securities Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Nuveen Quality Municipal Income Fund position peaked at $136K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.