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 $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Winch Advisory Services's NAD Position: Q3 2018 in Review

Winch Advisory Services sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2018, closing a stake of 1,436 shares — an estimated $19K sold.

Winch Advisory Services first reported a position in NAD in Q3 2016 and held it in 8 quarters. The position peaked at $113K in Q3 2016. 174 funds tracked by Wall St. Rank hold NAD as of Q3 2018.

Winch Advisory Services reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
Winch Advisory Services sold 1,436 Nuveen Quality Municipal Income Fund shares in Q3 2018, an estimated $19K.
Winch Advisory Services first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and held it in 8 quarters.
Winch Advisory Services's Nuveen Quality Municipal Income Fund position peaked at $113K in Q3 2016.
174 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2018.

Based on Winch Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.