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U.S. Capital Wealth Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio NAN Stock Details NAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-425
Closed -$4.55K – 1195
2022
Q4 		$4.55K Buy
+425
New +$4.41K ﹤0.01% 1402

Other funds holding NAN

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Capital Wealth Advisors's NAN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2023, closing a stake of 425 shares — an estimated $4.55K sold.

U.S. Capital Wealth Advisors first reported a position in NAN in Q4 2022 and held it in 1 quarter. The position peaked at $4.55K in Q4 2022. 52 funds tracked by Wall St. Rank hold NAN as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 425 Nuveen New York Quality Municipal Income Fund shares in Q1 2023, an estimated $4.55K.
  • U.S. Capital Wealth Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $4.55K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.