Wealthspire Advisors (Maryland)’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,860	Closed	-$25K	–	1441
2019 Q1	$25K	Buy	1,860 +735	+65%	+$9.73K	﹤0.01%	1191
2018 Q4	$14K	Buy	1,125 +19	+2%	+$238	﹤0.01%	1345
2018 Q3	$14K	Buy	1,106 +14	+1%	+$184	﹤0.01%	1426
2018 Q2	$15K	Buy	1,092 +15	+1%	+$197	﹤0.01%	1425
2018 Q1	$14K	Buy	1,077 +9	+0.8%	+$120	﹤0.01%	1432
2017 Q4	$15K	Buy	1,068 +18	+2%	+$253	﹤0.01%	1435
2017 Q3	$15K	Buy	1,050 +14	+1%	+$200	﹤0.01%	1413
2017 Q2	$15K	Buy	+1,036	New	+$14.4K	﹤0.01%	1367

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NAD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2019, closing a stake of 1,860 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in NAD in Q2 2017 and held it in 8 quarters. The position peaked at $25K in Q1 2019. 182 funds tracked by Wall St. Rank hold NAD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,860 Nuveen Quality Municipal Income Fund shares in Q2 2019, an estimated $25K.
Wealthspire Advisors (Maryland) first reported a position in Nuveen Quality Municipal Income Fund in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Nuveen Quality Municipal Income Fund position peaked at $25K in Q1 2019.
182 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.