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UMB Bank’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

UMB Bank’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
2022
Q4 		– Sell
-1,074
Closed -$11K – 1789
2022
Q3 		$11K Hold
1,074
– – ﹤0.01% 1283
2022
Q2 		$13K Hold
1,074
– – ﹤0.01% 1310
2022
Q1 		$14K Buy
1,074
+742
+223% +$9.83K ﹤0.01% 1382
2021
Q4 		$5K Buy
+332
New +$4.83K ﹤0.01% 1641

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
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank's NAN Position: Q4 2022 in Review

UMB Bank sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2022, closing a stake of 1,074 shares — an estimated $11K sold.

UMB Bank first reported a position in NAN in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 51 funds tracked by Wall St. Rank hold NAN as of Q4 2022.

  • UMB Bank reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 1,074 Nuveen New York Quality Municipal Income Fund shares in Q4 2022, an estimated $11K.
  • UMB Bank first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Nuveen New York Quality Municipal Income Fund position peaked at $14K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.