TCI Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

TCI Wealth Advisors’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
2020 Q2	–	Sell	-540	Closed	-$7K	–	1602
2020 Q1	$7K	Buy	+540	New	+$7.8K	﹤0.01%	641
2017 Q1	–	Sell	-3,060	Closed	-$43K	–	1349
2016 Q4	$43K	Buy	+3,060	New	+$42.6K	0.02%	347
2014 Q4	–	Sell	-1,072	Closed	-$15K	–	914
2014 Q3	$15K	Hold	1,072	–	–	0.01%	378
2014 Q2	$15K	Hold	1,072	–	–	0.01%	391
2014 Q1	$14K	Hold	1,072	–	–	0.01%	373
2013 Q4	$14K	Hold	1,072	–	–	0.01%	381
2013 Q3	$14K	Hold	1,072	–	–	0.01%	327
2013 Q2	$15K	Buy	+1,072	New	+$15.8K	0.01%	328

Other funds holding NAD

KIM

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

RCM

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIA

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

TCI Wealth Advisors's NAD Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2020, closing a stake of 540 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in NAD in Q2 2013 and held it in 8 quarters. The position peaked at $43K in Q4 2016. 212 funds tracked by Wall St. Rank hold NAD as of Q2 2020.

TCI Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 540 Nuveen Quality Municipal Income Fund shares in Q2 2020, an estimated $7K.
TCI Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and held it in 8 quarters.
TCI Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $43K in Q4 2016.
212 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.