Tortoise Investment Management’s Nuveen Municipal Income NMI Stock Holding History

Tortoise Investment 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
2024 Q3	–	Sell	-1,000	Closed	-$9.8K	–	909
2024 Q2	$9.8K	Hold	1,000	–	–	﹤0.01%	635
2024 Q1	$9.45K	Hold	1,000	–	–	﹤0.01%	634
2023 Q4	$9.2K	Hold	1,000	–	–	﹤0.01%	589
2023 Q3	$8.6K	Hold	1,000	–	–	﹤0.01%	581
2023 Q2	$9.43K	Hold	1,000	–	–	﹤0.01%	569
2023 Q1	$9.36K	Sell	1,000 -6,400	-86%	-$60.8K	﹤0.01%	558
2022 Q4	$69.6K	Buy	7,400 +6,350	+605%	+$56.6K	0.01%	297
2022 Q3	$9K	Hold	1,050	–	–	﹤0.01%	543
2022 Q2	$10K	Buy	+1,050	New	+$9.92K	﹤0.01%	517

Other funds holding NMI

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HWAM

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

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

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

Tortoise Investment Management's NMI Position: Q3 2024 in Review

Tortoise Investment Management sold out of Nuveen Municipal Income (NMI) in Q3 2024, closing a stake of 1,000 shares — an estimated $9.8K sold.

Tortoise Investment Management first reported a position in NMI in Q2 2022 and held it in 9 quarters. The position peaked at $69.6K in Q4 2022. 22 funds tracked by Wall St. Rank hold NMI as of Q3 2024.

Tortoise Investment Management reported no remaining Nuveen Municipal Income position as of Q3 2024 after selling out during the quarter.
Tortoise Investment Management sold 1,000 Nuveen Municipal Income shares in Q3 2024, an estimated $9.8K.
Tortoise Investment Management first reported a position in Nuveen Municipal Income in Q2 2022 and held it in 9 quarters.
Tortoise Investment Management's Nuveen Municipal Income position peaked at $69.6K in Q4 2022.
22 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.