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Surevest’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Surevest’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
2022
Q3 		$18K Hold
1,624
– – ﹤0.01% 251
2022
Q2 		$20K Hold
1,624
– – 0.01% 265
2022
Q1 		$22K Hold
1,624
– – 0.01% 237
2021
Q4 		$26K Buy
+1,624
New +$25.4K 0.01% 220

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Surevest's NAD Position: Q3 2022 in Review

Surevest held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2022 at 1,624 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Surevest first reported a position in NAD in Q4 2021 and has held it in 4 quarters since. The position peaked at $26K in Q4 2021. 261 funds tracked by Wall St. Rank hold NAD as of Q3 2022.

  • Surevest held 1,624 shares of Nuveen Quality Municipal Income Fund worth $18K as of Q3 2022.
  • Surevest left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2022.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #251 holding.
  • Surevest first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Nuveen Quality Municipal Income Fund position peaked at $26K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.