United Capital Financial Advisors’s Nuveen Municipal Income NMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,260	Closed	-$150K	–	1231
2020 Q1	$150K	Hold	13,260	–	–	﹤0.01%	1101
2019 Q4	$149K	Hold	13,260	–	–	﹤0.01%	1312
2019 Q3	$152K	Hold	13,260	–	–	﹤0.01%	1222
2019 Q2	$149K	Buy	+13,260	New	+$147K	﹤0.01%	1392
2013 Q3	–	Sell	-11,167	Closed	-$120K	–	726
2013 Q2	$120K	Buy	+11,167	New	+$131K	﹤0.01%	678

Other funds holding NMI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RJA

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

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

United Capital Financial Advisors's NMI Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Nuveen Municipal Income (NMI) in Q2 2020, closing a stake of 13,260 shares — an estimated $150K sold.

United Capital Financial Advisors first reported a position in NMI in Q2 2013 and held it in 5 quarters. The position peaked at $152K in Q3 2019. 27 funds tracked by Wall St. Rank hold NMI as of Q2 2020.

United Capital Financial Advisors reported no remaining Nuveen Municipal Income position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 13,260 Nuveen Municipal Income shares in Q2 2020, an estimated $150K.
United Capital Financial Advisors first reported a position in Nuveen Municipal Income in Q2 2013 and held it in 5 quarters.
United Capital Financial Advisors's Nuveen Municipal Income position peaked at $152K in Q3 2019.
27 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.