Taylor Hoffman Wealth Management’s Nuveen Municipal Income NMI Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio NMI Stock Details NMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-400	Closed	-$4K	–	273
2020 Q2	$4K	Buy	+400	New	+$4.2K	﹤0.01%	340
2020 Q1	–	Sell	-400	Closed	-$5K	–	285
2019 Q4	$5K	Hold	400	–	–	﹤0.01%	357
2019 Q3	$5K	Hold	400	–	–	﹤0.01%	355
2019 Q2	$4K	Hold	400	–	–	﹤0.01%	351
2019 Q1	$4K	Hold	400	–	–	﹤0.01%	354
2018 Q4	$4K	Hold	400	–	–	﹤0.01%	338
2018 Q3	$4K	Hold	400	–	–	﹤0.01%	344
2018 Q2	$5K	Hold	400	–	–	﹤0.01%	311
2018 Q1	$5K	Hold	400	–	–	﹤0.01%	333
2017 Q4	$5K	Buy	+400	New	+$4.64K	﹤0.01%	339

Other funds holding NMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Taylor Hoffman Wealth Management's NMI Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Nuveen Municipal Income (NMI) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in NMI in Q4 2017 and held it in 10 quarters. The position peaked at $5K in Q4 2019. 26 funds tracked by Wall St. Rank hold NMI as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Nuveen Municipal Income position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 400 Nuveen Municipal Income shares in Q3 2020, an estimated $4K.
Taylor Hoffman Wealth Management first reported a position in Nuveen Municipal Income in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Nuveen Municipal Income position peaked at $5K in Q4 2019.
26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.