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Summit Trail Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Summit Trail Advisors’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,650
Closed -$151K – 204
2020
Q4 		$151K Buy
+10,650
New +$146K 0.02% 179

Other funds holding NAN

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CC
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KIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Summit Trail Advisors's NAN Position: Q1 2021 in Review

Summit Trail Advisors sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2021, closing a stake of 10,650 shares — an estimated $151K sold.

Summit Trail Advisors first reported a position in NAN in Q4 2020 and held it in 1 quarter. The position peaked at $151K in Q4 2020. 50 funds tracked by Wall St. Rank hold NAN as of Q1 2021.

  • Summit Trail Advisors reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Summit Trail Advisors sold 10,650 Nuveen New York Quality Municipal Income Fund shares in Q1 2021, an estimated $151K.
  • Summit Trail Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • Summit Trail Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $151K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2021.

Based on Summit Trail Advisors's 13F filing for Q1 2021, filed 17 May 2021.