UCFA
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United Capital Financial Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

United Capital Financial Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-116,051
Closed -$1.18M – 1102
2023
Q3 		$1.18M Sell
116,051
-220
-0.2% -$2.39K 0.01% 490
2023
Q2 		$1.31M Buy
116,271
+220
+0.2% +$2.48K 0.01% 499
2023
Q1 		$1.34M Sell
116,051
-8,925
-7% -$103K 0.01% 519
2022
Q4 		$1.47M Sell
124,976
-3,742
-3% -$42.1K 0.01% 540
2022
Q3 		$1.42M Hold
128,718
– – 0.01% 537
2022
Q2 		$1.6M Sell
128,718
-2,596
-2% -$32.8K 0.01% 538
2022
Q1 		$1.75M Hold
131,314
– – 0.01% 548
2021
Q4 		$2.12M Hold
131,314
– – 0.01% 529
2021
Q3 		$2.05M Hold
131,314
– – 0.01% 521
2021
Q2 		$2.1M Sell
131,314
-22
-0% -$342 0.01% 529
2021
Q1 		$1.99M Buy
131,336
+2,739
+2% +$41.3K 0.01% 510
2020
Q4 		$1.98M Hold
128,597
– – 0.01% 507
2020
Q3 		$1.87M Sell
128,597
-2,059
-2% -$29.9K 0.01% 515
2020
Q2 		$1.83M Sell
130,656
-12,086
-8% -$165K 0.01% 538
2020
Q1 		$1.96M Buy
142,742
+40,415
+39% +$584K 0.02% 500
2019
Q4 		$1.49M Sell
102,327
-13,700
-12% -$198K 0.01% 660
2019
Q3 		$1.67M Buy
116,027
+16,400
+16% +$235K 0.01% 622
2019
Q2 		$1.4M Sell
99,627
-200
-0.2% -$2.73K 0.01% 712
2019
Q1 		$1.35M Buy
99,827
+6,603
+7% +$87.4K 0.01% 693
2018
Q4 		$1.17M Sell
93,224
-6,403
-6% -$80.1K 0.01% 670
2018
Q3 		$1.27M Buy
99,627
+31,074
+45% +$409K 0.01% 710
2018
Q2 		$912K Sell
68,553
-1,000
-1% -$13.2K 0.01% 781
2018
Q1 		$901K Buy
69,553
+19,563
+39% +$261K 0.01% 796
2017
Q4 		$702K Buy
49,990
+38,350
+329% +$538K 0.01% 875
2017
Q3 		$165K Sell
11,640
-1,517
-12% -$21.6K ﹤0.01% 1249
2017
Q2 		$185K Buy
+13,157
New +$183K ﹤0.01% 1219
2015
Q3 		– Sell
-11,696
Closed -$159K – 1291
2015
Q2 		$159K Sell
11,696
-2,187
-16% -$30.8K ﹤0.01% 1203
2015
Q1 		$199K Sell
13,883
-1,290
-9% -$18.5K ﹤0.01% 1186
2014
Q4 		$217K Buy
15,173
+14
+0.1% +$198 ﹤0.01% 1078
2014
Q3 		$210K Sell
15,159
-10,118
-40% -$140K ﹤0.01% 1037
2014
Q2 		$357K Sell
25,277
-5,723
-18% -$79.3K 0.01% 728
2014
Q1 		$415K Buy
31,000
+7
+0% +$94 0.01% 680
2013
Q4 		$390K Sell
30,993
-6,830
-18% -$86.4K 0.01% 470
2013
Q3 		$493K Sell
37,823
-1,550
-4% -$19.9K 0.02% 441
2013
Q2 		$542K Buy
+39,373
New +$579K 0.01% 493

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

United Capital Financial Advisors's NAD Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2023, closing a stake of 116,051 shares — an estimated $1.18M sold.

United Capital Financial Advisors first reported a position in NAD in Q2 2013 and held it in 35 quarters. The position peaked at $2.12M in Q4 2021. 268 funds tracked by Wall St. Rank hold NAD as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 116,051 Nuveen Quality Municipal Income Fund shares in Q4 2023, an estimated $1.18M.
  • United Capital Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and held it in 35 quarters.
  • United Capital Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $2.12M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.