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

Williams Jones 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
2025
Q1 		– Sell
-15,185
Closed -$177K – 513
2024
Q4 		$177K Hold
15,185
– – ﹤0.01% 468
2024
Q3 		$188K Buy
+15,185
New +$182K ﹤0.01% 498

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KIM
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Bank of America
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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
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Williams Jones Wealth Management's NAD Position: Q1 2025 in Review

Williams Jones Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 15,185 shares — an estimated $177K sold.

Williams Jones Wealth Management first reported a position in NAD in Q3 2024 and held it in 2 quarters. The position peaked at $188K in Q3 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Williams Jones Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 15,185 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $177K.
  • Williams Jones Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Williams Jones Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $188K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.