WFA
NQP

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

Wellspring Financial Advisors’s Portfolio NQP Stock Details NQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,500
Closed -$127K – 142
2023
Q3 		$127K Hold
12,500
– – 0.04% 116
2023
Q2 		$141K Hold
12,500
– – 0.04% 111
2023
Q1 		$143K Hold
12,500
– – 0.04% 116
2022
Q4 		$139K Buy
+12,500
New +$137K 0.05% 118

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AC
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LSC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Wellspring Financial Advisors's NQP Position: Q4 2023 in Review

Wellspring Financial Advisors sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q4 2023, closing a stake of 12,500 shares — an estimated $127K sold.

Wellspring Financial Advisors first reported a position in NQP in Q4 2022 and held it in 4 quarters. The position peaked at $143K in Q1 2023. 65 funds tracked by Wall St. Rank hold NQP as of Q4 2023.

  • Wellspring Financial Advisors reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 12,500 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q4 2023, an estimated $127K.
  • Wellspring Financial Advisors first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q4 2022 and held it in 4 quarters.
  • Wellspring Financial Advisors's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $143K in Q1 2023.
  • 65 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q4 2023.

Based on Wellspring Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.