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NUO

Wealthquest’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Wealthquest’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,009
Closed -$164K – 142
2019
Q2 		$164K Hold
11,009
– – 0.06% 127
2019
Q1 		$159K Hold
11,009
– – 0.06% 130
2018
Q4 		$146K Buy
+11,009
New +$146K 0.06% 131
2015
Q2 		– Sell
-11,009
Closed -$167K – 52
2015
Q1 		$167K Hold
11,009
– – 0.24% 50
2014
Q4 		$169K Buy
+11,009
New +$168K 0.17% 52

Other funds holding NUO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthquest's NUO Position: Q3 2019 in Review

Wealthquest sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2019, closing a stake of 11,009 shares — an estimated $164K sold.

Wealthquest first reported a position in NUO in Q4 2014 and held it in 5 quarters. The position peaked at $169K in Q4 2014. 37 funds tracked by Wall St. Rank hold NUO as of Q3 2019.

  • Wealthquest reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Wealthquest sold 11,009 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2019, an estimated $164K.
  • Wealthquest first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2014 and held it in 5 quarters.
  • Wealthquest's Nuveen Ohio Quality Municipal Income Fund position peaked at $169K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2019.

Based on Wealthquest's 13F filing for Q3 2019, filed 18 Oct 2019.