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Washington Trust’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Washington Trust’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
2025
Q1 		– Sell
-2,250
Closed -$26.2K – 826
2024
Q4 		$26.2K Buy
+2,250
New +$27.1K ﹤0.01% 534
2018
Q3 		– Sell
-1,333
Closed -$18K – 600
2018
Q2 		$18K Buy
+1,333
New +$17.5K ﹤0.01% 592

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Washington Trust's NAD Position: Q1 2025 in Review

Washington Trust sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 2,250 shares — an estimated $26.2K sold.

Washington Trust first reported a position in NAD in Q2 2018 and held it in 2 quarters. The position peaked at $26.2K in Q4 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Washington Trust reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Washington Trust sold 2,250 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $26.2K.
  • Washington Trust first reported a position in Nuveen Quality Municipal Income Fund in Q2 2018 and held it in 2 quarters.
  • Washington Trust's Nuveen Quality Municipal Income Fund position peaked at $26.2K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.