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

Wealthspire Advisors (Maryland)’s Portfolio NTC Stock Details NTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8,335	Closed	-$96K	–	2665
2018 Q1	$96K	Buy	8,335 +2,535	+44%	+$29.6K	0.01%	734
2017 Q4	$69K	Hold	5,800	–	–	0.01%	874
2017 Q3	$71K	Hold	5,800	–	–	0.01%	842
2017 Q2	$72K	Hold	5,800	–	–	0.01%	824
2017 Q1	$71K	Buy	+5,800	New	+$71.4K	0.01%	706

Other funds holding NTC

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

SIA

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

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

Wealthspire Advisors (Maryland)'s NTC Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Connecticut Quality Municipal Income Fund (NTC) in Q2 2018, closing a stake of 8,335 shares — an estimated $96K sold.

Wealthspire Advisors (Maryland) first reported a position in NTC in Q1 2017 and held it in 5 quarters. The position peaked at $96K in Q1 2018. 36 funds tracked by Wall St. Rank hold NTC as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Nuveen Connecticut Quality Municipal Income Fund position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 8,335 Nuveen Connecticut Quality Municipal Income Fund shares in Q2 2018, an estimated $96K.
Wealthspire Advisors (Maryland) first reported a position in Nuveen Connecticut Quality Municipal Income Fund in Q1 2017 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Nuveen Connecticut Quality Municipal Income Fund position peaked at $96K in Q1 2018.
36 funds tracked by Wall St. Rank held Nuveen Connecticut Quality Municipal Income Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.