Western Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Western Wealth Management’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 Q1	–	Sell	-33,198	Closed	-$380K	–	694
2023 Q4	$380K	Sell	33,198 -3,772	-10%	-$39.8K	0.03%	480
2023 Q3	$375K	Buy	36,970 +7	+0%	+$76	0.03%	450
2023 Q2	$417K	Buy	36,963 +7	+0%	+$79	0.04%	423
2023 Q1	$426K	Buy	36,956 +1,631	+5%	+$18.9K	0.04%	407
2022 Q4	$417K	Sell	35,325 -1,994	-5%	-$22.4K	0.04%	376
2022 Q3	$398K	Buy	37,319 +9	+0%	+$112	0.02%	560
2022 Q2	$477K	Sell	37,310 -489	-1%	-$6.18K	0.03%	489
2022 Q1	$505K	Buy	+37,799	New	+$543K	0.02%	527
2021 Q2	$595K	Buy	+37,148	New	+$578K	0.06%	325

Other funds holding NAD

KIM

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

RCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

SCM

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Western Wealth Management's NAD Position: Q1 2024 in Review

Western Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2024, closing a stake of 33,198 shares — an estimated $380K sold.

Western Wealth Management first reported a position in NAD in Q2 2021 and held it in 9 quarters. The position peaked at $595K in Q2 2021. 271 funds tracked by Wall St. Rank hold NAD as of Q1 2024.

Western Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 33,198 Nuveen Quality Municipal Income Fund shares in Q1 2024, an estimated $380K.
Western Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 9 quarters.
Western Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $595K in Q2 2021.
271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.