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

Wellspring Financial 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 Q4	–	Sell	-35,600	Closed	-$441K	–	165
2024 Q3	$441K	Sell	35,600 -24,300	-41%	-$292K	0.05%	90
2024 Q2	$703K	Buy	59,900 +17,000	+40%	+$192K	0.1%	66
2024 Q1	$492K	Buy	42,900 +9,900	+30%	+$112K	0.08%	73
2023 Q4	$378K	Hold	33,000	–	–	0.09%	86
2023 Q3	$335K	Hold	33,000	–	–	0.1%	83
2023 Q2	$372K	Buy	33,000 +19,000	+136%	+$214K	0.11%	71
2023 Q1	$161K	Buy	+14,000	New	+$162K	0.05%	110
2021 Q2	–	Sell	-27,300	Closed	-$375K	–	111
2021 Q1	$375K	Buy	27,300 +11,700	+75%	+$177K	0.18%	52
2020 Q4	$240K	Sell	15,600 -5,800	-27%	-$85.7K	0.08%	78
2020 Q3	$311K	Hold	21,400	–	–	0.12%	65
2020 Q2	$300K	Sell	21,400 -5,900	-22%	-$80.5K	0.12%	68
2020 Q1	$375K	Buy	+27,300	New	+$394K	0.18%	52

Other funds holding NAD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RCM

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellspring Financial Advisors's NAD Position: Q4 2024 in Review

Wellspring Financial Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 35,600 shares — an estimated $441K sold.

Wellspring Financial Advisors first reported a position in NAD in Q1 2020 and held it in 12 quarters. The position peaked at $703K in Q2 2024. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

Wellspring Financial Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 35,600 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $441K.
Wellspring Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and held it in 12 quarters.
Wellspring Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $703K in Q2 2024.
295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Wellspring Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.