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

Washington Trust’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
2021 Q4	–	Sell	-978	Closed	-$14K	–	1033
2021 Q3	$14K	Hold	978	–	–	﹤0.01%	742
2021 Q2	$15K	Hold	978	–	–	﹤0.01%	736
2021 Q1	$14K	Hold	978	–	–	﹤0.01%	722
2020 Q4	$14K	Hold	978	–	–	﹤0.01%	717
2020 Q3	$13K	Buy	+978	New	+$13.5K	﹤0.01%	692

Other funds holding NAN

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

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

HWAM

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Washington Trust's NAN Position: Q4 2021 in Review

Washington Trust sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2021, closing a stake of 978 shares — an estimated $14K sold.

Washington Trust first reported a position in NAN in Q3 2020 and held it in 5 quarters. The position peaked at $15K in Q2 2021. 55 funds tracked by Wall St. Rank hold NAN as of Q4 2021.

Washington Trust reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 978 Nuveen New York Quality Municipal Income Fund shares in Q4 2021, an estimated $14K.
Washington Trust first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2020 and held it in 5 quarters.
Washington Trust's Nuveen New York Quality Municipal Income Fund position peaked at $15K in Q2 2021.
55 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.