TSWM
NNC

Triangle Securities Wealth Management’s Nuveen North Carolina Quality Municipal Income Fund NNC Stock Holding History

Triangle Securities Wealth Management’s Portfolio NNC Stock Details NNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,251
Closed -$137K – 138
2017
Q2 		$137K Hold
10,251
– – 0.09% 128
2017
Q1 		$133K Hold
10,251
– – 0.08% 129
2016
Q4 		$133K Buy
+10,251
New +$137K 0.09% 126
2016
Q3 		– Sell
-11,233
Closed -$166K – 126
2016
Q2 		$166K Hold
11,233
– – 0.12% 120
2016
Q1 		$155K Buy
+11,233
New +$152K 0.1% 136

Other funds holding NNC

AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Triangle Securities Wealth Management's NNC Position: Q3 2017 in Review

Triangle Securities Wealth Management sold out of Nuveen North Carolina Quality Municipal Income Fund (NNC) in Q3 2017, closing a stake of 10,251 shares — an estimated $137K sold.

Triangle Securities Wealth Management first reported a position in NNC in Q1 2016 and held it in 5 quarters. The position peaked at $166K in Q2 2016. 36 funds tracked by Wall St. Rank hold NNC as of Q3 2017.

  • Triangle Securities Wealth Management reported no remaining Nuveen North Carolina Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 10,251 Nuveen North Carolina Quality Municipal Income Fund shares in Q3 2017, an estimated $137K.
  • Triangle Securities Wealth Management first reported a position in Nuveen North Carolina Quality Municipal Income Fund in Q1 2016 and held it in 5 quarters.
  • Triangle Securities Wealth Management's Nuveen North Carolina Quality Municipal Income Fund position peaked at $166K in Q2 2016.
  • 36 funds tracked by Wall St. Rank held Nuveen North Carolina Quality Municipal Income Fund as of Q3 2017.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2017, filed 11 Oct 2017.