WI
NAD icon

Wintrust Investments’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wintrust Investments’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
Q4 		$17K Sell
1,499
-200
-12% -$2.41K 0.02% 403
2024
Q3 		$21K Sell
1,699
-13,234
-89% -$159K 0.02% 477
2024
Q2 		$175K Buy
14,933
+2,100
+16% +$23.7K 0.01% 456
2024
Q1 		$147K Sell
12,833
-5,810
-31% -$65.6K 0.01% 456
2023
Q4 		$213K Buy
18,643
+4,600
+33% +$48.6K 0.02% 416
2023
Q3 		$142K Sell
14,043
-2,000
-12% -$21.8K 0.01% 399
2023
Q2 		$181K Buy
+16,043
New +$181K 0.02% 414
2023
Q1 		– Sell
-16,041
Closed -$189K – 368
2022
Q4 		$189K Sell
16,041
-1,550
-9% -$17.4K 0.02% 355
2022
Q3 		$194K Hold
17,591
– – 0.02% 376
2022
Q2 		$219K Buy
17,591
+500
+3% +$6.32K 0.03% 349
2022
Q1 		$228K Hold
17,091
– – 0.02% 368
2021
Q4 		$275K Buy
+17,091
New +$268K 0.03% 352
2021
Q3 		– Sell
-16,991
Closed -$272K – 366
2021
Q2 		$272K Buy
16,991
+650
+4% +$10.1K 0.03% 356
2021
Q1 		$247K Hold
16,341
– – 0.03% 358
2020
Q4 		$251K Hold
16,341
– – 0.07% 153
2020
Q3 		$237K Buy
16,341
+2,765
+20% +$40.2K 0.03% 298
2020
Q2 		$190K Buy
13,576
+385
+3% +$5.25K 0.03% 332
2020
Q1 		$181K Buy
13,191
+1,000
+8% +$14.4K 0.03% 306
2019
Q4 		$178K Buy
+12,191
New +$176K 0.02% 347
2019
Q2 		– Sell
-10,191
Closed -$138K – 376
2019
Q1 		$138K Hold
10,191
– – 0.02% 344
2018
Q4 		$128K Buy
+10,191
New +$127K 0.02% 324

Other funds holding NAD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's NAD Position: Q4 2024 in Review

Wintrust Investments reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 12% in Q4 2024, selling an estimated $2.41K and leaving 1,499 shares worth $17K. The position accounts for 0.02% of the portfolio, ranked #403.

Wintrust Investments first reported a position in NAD in Q4 2018 and has held it in 21 quarters since. The position peaked at $275K in Q4 2021. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

  • Wintrust Investments held 1,499 shares of Nuveen Quality Municipal Income Fund worth $17K as of Q4 2024.
  • Wintrust Investments sold 200 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $2.41K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #403 holding.
  • Wintrust Investments first reported a position in Nuveen Quality Municipal Income Fund in Q4 2018 and has held it in 21 quarters since.
  • Wintrust Investments's Nuveen Quality Municipal Income Fund position peaked at $275K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.