Veritable’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Veritable’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,000	Closed	-$203K	–	904
2022 Q4	$203K	Sell	19,000 -76,250	-80%	-$792K	﹤0.01%	813
2022 Q3	$997K	Hold	95,250	–	–	0.02%	349
2022 Q2	$1.12M	Sell	95,250 -14,300	-13%	-$167K	0.02%	340
2022 Q1	$1.38M	Hold	109,550	–	–	0.02%	321
2021 Q4	$1.62M	Buy	109,550 +34,250	+45%	+$499K	0.02%	297
2021 Q3	$1.11M	Buy	75,300 +61,000	+427%	+$921K	0.02%	360
2021 Q2	$215K	Hold	14,300	–	–	﹤0.01%	822
2021 Q1	$204K	Buy	+14,300	New	+$203K	﹤0.01%	803

Other funds holding NAN

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Veritable's NAN Position: Q1 2023 in Review

Veritable sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2023, closing a stake of 19,000 shares — an estimated $203K sold.

Veritable first reported a position in NAN in Q1 2021 and held it in 8 quarters. The position peaked at $1.62M in Q4 2021. 52 funds tracked by Wall St. Rank hold NAN as of Q1 2023.

Veritable reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Veritable sold 19,000 Nuveen New York Quality Municipal Income Fund shares in Q1 2023, an estimated $203K.
Veritable first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2021 and held it in 8 quarters.
Veritable's Nuveen New York Quality Municipal Income Fund position peaked at $1.62M in Q4 2021.
52 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.