XML Financial’s Nuveen Massachusetts Quality Municipal Income Fund NMT Stock Holding History

XML Financial’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
2023 Q3	–	Sell	-10,000	Closed	-$104K	–	334
2023 Q2	$104K	Hold	10,000	–	–	0.01%	332
2023 Q1	$106K	Hold	10,000	–	–	0.01%	325
2022 Q4	$106K	Hold	10,000	–	–	0.01%	322
2022 Q3	$106K	Buy	+10,000	New	+$116K	0.01%	306

Other funds holding NMT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

XML Financial's NMT Position: Q3 2023 in Review

XML Financial sold out of Nuveen Massachusetts Quality Municipal Income Fund (NMT) in Q3 2023, closing a stake of 10,000 shares — an estimated $104K sold.

XML Financial first reported a position in NMT in Q3 2022 and held it in 4 quarters. The position peaked at $106K in Q1 2023. 34 funds tracked by Wall St. Rank hold NMT as of Q3 2023.

XML Financial reported no remaining Nuveen Massachusetts Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
XML Financial sold 10,000 Nuveen Massachusetts Quality Municipal Income Fund shares in Q3 2023, an estimated $104K.
XML Financial first reported a position in Nuveen Massachusetts Quality Municipal Income Fund in Q3 2022 and held it in 4 quarters.
XML Financial's Nuveen Massachusetts Quality Municipal Income Fund position peaked at $106K in Q1 2023.
34 funds tracked by Wall St. Rank held Nuveen Massachusetts Quality Municipal Income Fund as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.