UB
NUO

UMB Bank’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

UMB Bank’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-479
Closed -$6K – 1891
2022
Q3 		$6K Hold
479
– – ﹤0.01% 1450
2022
Q2 		$6K Hold
479
– – ﹤0.01% 1562
2022
Q1 		$7K Buy
479
+334
+230% +$4.94K ﹤0.01% 1606
2021
Q4 		$2K Buy
+145
New +$2.33K ﹤0.01% 1881

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank's NUO Position: Q4 2022 in Review

UMB Bank sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2022, closing a stake of 479 shares — an estimated $6K sold.

UMB Bank first reported a position in NUO in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 54 funds tracked by Wall St. Rank hold NUO as of Q4 2022.

  • UMB Bank reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 479 Nuveen Ohio Quality Municipal Income Fund shares in Q4 2022, an estimated $6K.
  • UMB Bank first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Nuveen Ohio Quality Municipal Income Fund position peaked at $7K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2022.

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