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Winslow Evans & Crocker’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

Winslow Evans & Crocker’s Portfolio NMT Stock Details NMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$12K Sell
800
-1,400
-64% -$20.2K ﹤0.01% 916
2020
Q3 		$31K Sell
2,200
-400
-15% -$5.68K 0.01% 548
2020
Q2 		$36K Hold
2,600
– – 0.01% 510
2020
Q1 		$36K Buy
2,600
+400
+18% +$5.58K 0.01% 481
2019
Q4 		$32K Hold
2,200
– – 0.01% 589
2019
Q3 		$32K Buy
2,200
+1,174
+114% +$16.1K 0.01% 581
2019
Q2 		$14K Hold
1,026
– – ﹤0.01% 744
2019
Q1 		$14K Hold
1,026
– – ﹤0.01% 742
2018
Q4 		$14K Sell
1,026
-200
-16% -$2.37K ﹤0.01% 702
2018
Q3 		$16K Sell
1,226
-2,250
-65% -$27.6K ﹤0.01% 716
2018
Q2 		$44K Sell
3,476
-1,500
-30% -$19.1K 0.01% 525
2018
Q1 		$64.7K Sell
4,976
-200
-4% -$2.69K 0.02% 437
2017
Q4 		$73.8K Buy
5,176
+50
+1% +$718 0.02% 419
2017
Q3 		$73.8K Buy
5,126
+1
+0% +$14 0.02% 407
2017
Q2 		$70.5K Sell
5,125
-1
-0% -$14 0.02% 485
2017
Q1 		$70.3K Sell
5,126
-150
-3% -$2.05K 0.02% 478
2016
Q4 		$69.3K Buy
5,276
+326
+7% +$4.53K 0.02% 461
2016
Q3 		$75K Buy
4,950
+950
+24% +$14.7K 0.02% 458
2016
Q2 		$63.1K Buy
4,000
+550
+16% +$8.31K 0.02% 463
2016
Q1 		$50.8K Hold
3,450
– – 0.02% 499
2015
Q4 		$47.4K Buy
3,450
+2,650
+331% +$36.1K 0.01% 541
2015
Q3 		$10.8K Sell
800
-200
-20% -$2.66K ﹤0.01% 872
2015
Q2 		$13.2K Hold
1,000
– – ﹤0.01% 864
2015
Q1 		$13.4K Hold
1,000
– – ﹤0.01% 819
2014
Q4 		$13.2K Sell
1,000
-8,000
-89% -$106K ﹤0.01% 827
2014
Q3 		$119K Buy
9,000
+3,238
+56% +$43K 0.03% 394
2014
Q2 		$76.8K Buy
5,762
+3,363
+140% +$44.3K 0.03% 425
2014
Q1 		$30.6K Hold
2,399
– – 0.01% 589
2013
Q4 		$29K Buy
+2,399
New +$29.7K 0.01% 612

Other funds holding NMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's NMT Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Nuveen Massachusetts Quality Municipal Income Fund (NMT) stake by 64% in Q4 2020, selling an estimated $20.2K and leaving 800 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Winslow Evans & Crocker first reported a position in NMT in Q4 2013 and has held it in 29 quarters since. The position peaked at $119K in Q3 2014. 24 funds tracked by Wall St. Rank hold NMT as of Q4 2020.

  • Winslow Evans & Crocker held 800 shares of Nuveen Massachusetts Quality Municipal Income Fund worth $12K as of Q4 2020.
  • Winslow Evans & Crocker sold 1,400 Nuveen Massachusetts Quality Municipal Income Fund shares in Q4 2020, an estimated $20.2K.
  • Nuveen Massachusetts Quality Municipal Income Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #916 holding.
  • Winslow Evans & Crocker first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $119K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.