Winch Advisory Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Winch Advisory Services’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
2018 Q3	–	Sell	-1,436	Closed	-$19K	–	337
2018 Q2	$19K	Sell	1,436 -1,134	-44%	-$14.9K	0.01%	156
2018 Q1	$34K	Buy	2,570 +33	+1%	+$441	0.02%	136
2017 Q4	$36K	Sell	2,537 -670	-21%	-$9.4K	0.02%	124
2017 Q3	$46K	Buy	3,207 +47	+1%	+$670	0.03%	96
2017 Q2	$44K	Sell	3,160 -692	-18%	-$9.65K	0.03%	118
2017 Q1	$53K	Buy	3,852 +56	+1%	+$772	0.03%	110
2016 Q4	$53K	Sell	3,796 -3,690	-49%	-$51.4K	0.04%	92
2016 Q3	$113K	Buy	+7,486	New	+$116K	0.09%	75

Other funds holding NAD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return