Suncoast Equity Management’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Suncoast Equity Management’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,829	Closed	-$188K	–	75
2023 Q3	$188K	Sell	19,829 -3,030	-13%	-$31.8K	0.03%	69
2023 Q2	$247K	Buy	+22,859	New	+$253K	0.04%	68

Other funds holding NPV

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Suncoast Equity Management's NPV Position: Q4 2023 in Review

Suncoast Equity Management sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q4 2023, closing a stake of 19,829 shares — an estimated $188K sold.

Suncoast Equity Management first reported a position in NPV in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 45 funds tracked by Wall St. Rank hold NPV as of Q4 2023.

Suncoast Equity Management reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Suncoast Equity Management sold 19,829 Nuveen Virginia Quality Municipal Income Fund shares in Q4 2023, an estimated $188K.
Suncoast Equity Management first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q2 2023 and held it in 2 quarters.
Suncoast Equity Management's Nuveen Virginia Quality Municipal Income Fund position peaked at $247K in Q2 2023.
45 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q4 2023.

Based on Suncoast Equity Management's 13F filing for Q4 2023, filed 30 Jan 2024.