Syverson Strege & Co’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Syverson Strege & Co’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 Q4	–	Sell	-715	Closed	-$8K	–	328
2022 Q3	$8K	Buy	715 +9	+1%	+$112	﹤0.01%	193
2022 Q2	$9K	Sell	706 -10,466	-94%	-$132K	﹤0.01%	231
2022 Q1	$149K	Buy	11,172 +5	+0%	+$72	0.16%	70
2021 Q4	$180K	Buy	11,167 +11	+0.1%	+$172	0.13%	70
2021 Q3	$174K	Buy	11,156 +7	+0.1%	+$113	0.14%	68
2021 Q2	$178K	Buy	11,149 +8	+0.1%	+$124	0.16%	60
2021 Q1	$169K	Buy	11,141 +665	+6%	+$10K	0.18%	62
2020 Q4	$161K	Buy	+10,476	New	+$155K	0.15%	61

Other funds holding NAD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RCM

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

KIM

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

Syverson Strege & Co's NAD Position: Q4 2022 in Review

Syverson Strege & Co sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2022, closing a stake of 715 shares — an estimated $8K sold.

Syverson Strege & Co first reported a position in NAD in Q4 2020 and held it in 8 quarters. The position peaked at $180K in Q4 2021. 267 funds tracked by Wall St. Rank hold NAD as of Q4 2022.

Syverson Strege & Co reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Syverson Strege & Co sold 715 Nuveen Quality Municipal Income Fund shares in Q4 2022, an estimated $8K.
Syverson Strege & Co first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's Nuveen Quality Municipal Income Fund position peaked at $180K in Q4 2021.
267 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2022.

Based on Syverson Strege & Co's 13F filing for Q4 2022, filed 7 Feb 2023.