United Capital Financial Advisors’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

United Capital Financial Advisors’s Portfolio NKG Stock Details NKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,000	Closed	-$130K	–	1268
2021 Q1	$130K	Buy	+10,000	New	+$129K	﹤0.01%	1157
2020 Q4	–	Sell	-10,000	Closed	-$122K	–	1229
2020 Q3	$122K	Hold	10,000	–	–	﹤0.01%	1102
2020 Q2	$122K	Hold	10,000	–	–	﹤0.01%	1137
2020 Q1	$119K	Sell	10,000 -2,850	-22%	-$35.6K	﹤0.01%	1113
2019 Q4	$162K	Hold	12,850	–	–	﹤0.01%	1308
2019 Q3	$159K	Hold	12,850	–	–	﹤0.01%	1220
2019 Q2	$159K	Hold	12,850	–	–	﹤0.01%	1385
2019 Q1	$153K	Buy	12,850 +400	+3%	+$4.58K	﹤0.01%	1293
2018 Q4	$136K	Hold	12,450	–	–	﹤0.01%	1227
2018 Q3	$137K	Sell	12,450 -1,400	-10%	-$15.7K	﹤0.01%	1281
2018 Q2	$157K	Hold	13,850	–	–	﹤0.01%	1247
2018 Q1	$159K	Sell	13,850 -600	-4%	-$7.21K	﹤0.01%	1254
2017 Q4	$182K	Sell	14,450 -2,000	-12%	-$26.2K	﹤0.01%	1251
2017 Q3	$215K	Sell	16,450 -500	-3%	-$6.52K	﹤0.01%	1216
2017 Q2	$220K	Sell	16,950 -800	-5%	-$10.5K	﹤0.01%	1176
2017 Q1	$231K	Sell	17,750 -3,400	-16%	-$43.6K	﹤0.01%	1143
2016 Q4	$269K	Sell	21,150 -5,737	-21%	-$76.2K	﹤0.01%	1090
2016 Q3	$378K	Sell	26,887 -2,000	-7%	-$28.8K	﹤0.01%	1022
2016 Q2	$433K	Hold	28,887	–	–	﹤0.01%	949
2016 Q1	$406K	Sell	28,887 -1,700	-6%	-$23.4K	﹤0.01%	932
2015 Q4	$413K	Sell	30,587 -3,030	-9%	-$39.7K	﹤0.01%	932
2015 Q3	$432K	Sell	33,617 -6,200	-16%	-$79.3K	0.01%	937
2015 Q2	$509K	Sell	39,817 -4,300	-10%	-$55.3K	0.01%	912
2015 Q1	$578K	Sell	44,117 -2,100	-5%	-$27.2K	0.01%	856
2014 Q4	$581K	Sell	46,217 -6,567	-12%	-$82.9K	0.01%	778
2014 Q3	$671K	Sell	52,784 -6,000	-10%	-$75.8K	0.01%	712
2014 Q2	$754K	Sell	58,784 -1,100	-2%	-$13.9K	0.01%	612
2014 Q1	$737K	Sell	59,884 -4,041	-6%	-$49.2K	0.02%	550
2013 Q4	$750K	Sell	63,925 -17,175	-21%	-$202K	0.03%	371
2013 Q3	$974K	Sell	81,100 -10,400	-11%	-$124K	0.03%	350
2013 Q2	$1.16M	Buy	+91,500	New	+$1.26M	0.03%	382

Other funds holding NKG

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

United Capital Financial Advisors's NKG Position: Q2 2021 in Review

United Capital Financial Advisors sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q2 2021, closing a stake of 10,000 shares — an estimated $130K sold.

United Capital Financial Advisors first reported a position in NKG in Q2 2013 and held it in 31 quarters. The position peaked at $1.16M in Q2 2013. 27 funds tracked by Wall St. Rank hold NKG as of Q2 2021.

United Capital Financial Advisors reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 10,000 Nuveen Georgia Quality Municipal Income Fund shares in Q2 2021, an estimated $130K.
United Capital Financial Advisors first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q2 2013 and held it in 31 quarters.
United Capital Financial Advisors's Nuveen Georgia Quality Municipal Income Fund position peaked at $1.16M in Q2 2013.
27 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.