SVB Wealth’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

SVB Wealth’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
2022 Q2	–	Sell	-489	Closed	-$6K	–	808
2022 Q1	$6K	Sell	489 -3,601	-88%	-$47.7K	﹤0.01%	781
2021 Q4	$60K	Hold	4,090	–	–	﹤0.01%	757
2021 Q3	$60K	Sell	4,090 -927	-18%	-$14K	﹤0.01%	953
2021 Q2	$75K	Buy	5,017 +927	+23%	+$13.6K	﹤0.01%	933
2021 Q1	$58K	Sell	4,090 -927	-18%	-$13.1K	﹤0.01%	880
2020 Q4	$70K	Hold	5,017	–	–	﹤0.01%	808
2020 Q3	$69K	Buy	5,017 +4,528	+926%	+$62.5K	﹤0.01%	694
2020 Q2	$6K	Hold	489	–	–	﹤0.01%	624
2020 Q1	$6K	Hold	489	–	–	﹤0.01%	557
2019 Q4	$7K	Buy	+489	New	+$6.9K	﹤0.01%	634

Other funds holding NAN

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

SVB Wealth's NAN Position: Q2 2022 in Review

SVB Wealth sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2022, closing a stake of 489 shares — an estimated $6K sold.

SVB Wealth first reported a position in NAN in Q4 2019 and held it in 10 quarters. The position peaked at $75K in Q2 2021. 59 funds tracked by Wall St. Rank hold NAN as of Q2 2022.

SVB Wealth reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 489 Nuveen New York Quality Municipal Income Fund shares in Q2 2022, an estimated $6K.
SVB Wealth first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2019 and held it in 10 quarters.
SVB Wealth's Nuveen New York Quality Municipal Income Fund position peaked at $75K in Q2 2021.
59 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.