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Summit Trail Advisors’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Summit Trail Advisors’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-34,335
Closed -$543K – 362
2021
Q4 		$543K Hold
34,335
– – 0.04% 170
2021
Q3 		$530K Hold
34,335
– – 0.04% 159
2021
Q2 		$522K Buy
+34,335
New +$509K 0.05% 138
2021
Q1 		– Sell
-34,335
Closed -$501K – 206
2020
Q4 		$501K Hold
34,335
– – 0.06% 113
2020
Q3 		$492K Sell
34,335
-1,415
-4% -$20.1K 0.1% 105
2020
Q2 		$493K Hold
35,750
– – 0.09% 90
2020
Q1 		$484K Hold
35,750
– – 0.13% 74
2019
Q4 		$508K Buy
+35,750
New +$504K 0.29% 41
2018
Q2 		– Sell
-25,200
Closed -$322K – 606
2018
Q1 		$322K Buy
+25,200
New +$339K 0.05% 263

Other funds holding NMT

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return