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Tortoise Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Tortoise Investment Management’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
2025
Q2 		– Sell
-7,170
Closed -$82.6K – 1312
2025
Q1 		$82.6K Sell
7,170
-86,177
-92% -$1.01M 0.01% 311
2024
Q4 		$1.09M Sell
93,347
-58,000
-38% -$698K 0.11% 113
2024
Q3 		$1.87M Sell
151,347
-99,155
-40% -$1.19M 0.2% 87
2024
Q2 		$2.94M Sell
250,502
-70,387
-22% -$794K 0.34% 73
2024
Q1 		$3.68M Sell
320,889
-43,283
-12% -$489K 0.45% 58
2023
Q4 		$4.17M Sell
364,172
-19,313
-5% -$204K 0.57% 48
2023
Q3 		$3.89M Sell
383,485
-109,846
-22% -$1.2M 0.58% 49
2023
Q2 		$5.56M Buy
493,331
+238,084
+93% +$2.68M 0.83% 34
2023
Q1 		$2.94M Buy
255,247
+240,558
+1,638% +$2.78M 0.47% 51
2022
Q4 		$173K Sell
14,689
-809
-5% -$9.09K 0.03% 197
2022
Q3 		$170K Sell
15,498
-2,615
-14% -$32.6K 0.03% 194
2022
Q2 		$226K Hold
18,113
– – 0.04% 167
2022
Q1 		$242K Sell
18,113
-2,859
-14% -$41.1K 0.04% 159
2021
Q4 		$338K Sell
20,972
-1,600
-7% -$25.1K 0.06% 132
2021
Q3 		$353K Sell
22,572
-39,581
-64% -$641K 0.07% 123
2021
Q2 		$995K Buy
+62,153
New +$967K 0.21% 75

Other funds holding NAD

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Tortoise Investment Management's NAD Position: Q2 2025 in Review

Tortoise Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2025, closing a stake of 7,170 shares — an estimated $82.6K sold.

Tortoise Investment Management first reported a position in NAD in Q2 2021 and held it in 16 quarters. The position peaked at $5.56M in Q2 2023. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

  • Tortoise Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7,170 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $82.6K.
  • Tortoise Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 16 quarters.
  • Tortoise Investment Management's Nuveen Quality Municipal Income Fund position peaked at $5.56M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.