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Yellowstone Partners’s Nuveen Municipal Income NMI Stock Holding History

Yellowstone Partners’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$159K Buy
13,770
+1,300
+10% +$15.1K 0.09% 169
2017
Q3 		$144K Buy
+12,470
New +$146K 0.08% 189

Other funds holding NMI

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Yellowstone Partners's NMI Position: Q4 2017 in Review

Yellowstone Partners increased its Nuveen Municipal Income (NMI) stake by 10% in Q4 2017, buying an estimated $15.1K and bringing the position to 13,770 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #169.

Yellowstone Partners first reported a position in NMI in Q3 2017 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold NMI as of Q4 2017.

  • Yellowstone Partners held 13,770 shares of Nuveen Municipal Income worth $159K as of Q4 2017.
  • Yellowstone Partners bought 1,300 Nuveen Municipal Income shares in Q4 2017, an estimated $15.1K.
  • Nuveen Municipal Income made up 0.09% of Yellowstone Partners's portfolio in Q4 2017, its #169 holding.
  • Yellowstone Partners first reported a position in Nuveen Municipal Income in Q3 2017 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.