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

Wealth Quarterback’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
Q3 		– Sell
-1,143
Closed -$18K – 866
2021
Q2 		$18K Buy
+1,143
New +$16.8K 0.01% 371
2020
Q2 		– Sell
-1,102
Closed -$14.5K – 515
2020
Q1 		$14.5K Buy
1,102
+5
+0.5% +$70 0.01% 402
2019
Q4 		$15.6K Buy
+1,097
New +$15.5K 0.01% 412

Other funds holding NAN

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Quarterback's NAN Position: Q3 2021 in Review

Wealth Quarterback sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q3 2021, closing a stake of 1,143 shares — an estimated $18K sold.

Wealth Quarterback first reported a position in NAN in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 48 funds tracked by Wall St. Rank hold NAN as of Q3 2021.

  • Wealth Quarterback reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
  • Wealth Quarterback sold 1,143 Nuveen New York Quality Municipal Income Fund shares in Q3 2021, an estimated $18K.
  • Wealth Quarterback first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2019 and held it in 3 quarters.
  • Wealth Quarterback's Nuveen New York Quality Municipal Income Fund position peaked at $18K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.