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USCA RIA’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

USCA RIA’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
2021
Q2 		$2.22M Buy
138,681
+14,070
+11% +$219K 0.13% 205
2021
Q1 		$1.89M Sell
124,611
-805
-0.6% -$12.1K 0.12% 216
2020
Q4 		$1.93M Buy
125,416
+5,000
+4% +$73.9K 0.14% 159
2020
Q3 		$1.75M Sell
120,416
-3,070
-2% -$44.6K 0.14% 151
2020
Q2 		$1.73M Buy
123,486
+10,416
+9% +$142K 0.15% 137
2020
Q1 		$1.55M Buy
+113,070
New +$1.63M 0.18% 124

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USCA RIA's NAD Position: Q2 2021 in Review

USCA RIA increased its Nuveen Quality Municipal Income Fund (NAD) stake by 11% in Q2 2021, buying an estimated $219K and bringing the position to 138,681 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #205.

USCA RIA first reported a position in NAD in Q1 2020 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold NAD as of Q2 2021.

  • USCA RIA held 138,681 shares of Nuveen Quality Municipal Income Fund worth $2.22M as of Q2 2021.
  • USCA RIA bought 14,070 Nuveen Quality Municipal Income Fund shares in Q2 2021, an estimated $219K.
  • Nuveen Quality Municipal Income Fund made up 0.13% of USCA RIA's portfolio in Q2 2021, its #205 holding.
  • USCA RIA first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.