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Waverly Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Waverly Advisors’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
2024
Q2 		– Sell
-10,731
Closed -$123K – 822
2024
Q1 		$123K Buy
+10,731
New +$121K ﹤0.01% 674

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RCM
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Morgan Stanley
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Waverly Advisors's NAD Position: Q2 2024 in Review

Waverly Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2024, closing a stake of 10,731 shares — an estimated $123K sold.

Waverly Advisors first reported a position in NAD in Q1 2024 and held it in 1 quarter. The position peaked at $123K in Q1 2024. 276 funds tracked by Wall St. Rank hold NAD as of Q2 2024.

  • Waverly Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 10,731 Nuveen Quality Municipal Income Fund shares in Q2 2024, an estimated $123K.
  • Waverly Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • Waverly Advisors's Nuveen Quality Municipal Income Fund position peaked at $123K in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.