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icono de NCA

Nuveen California Municipal Value Fund
NCA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UBS Group
1
UBS Group
Switzerland
USD 20.3 M +USD 895 k +95,793 +5%
Morgan Stanley
2
Morgan Stanley
New York
USD 15.6 M +USD 6.12 k +655 +0%
Advisors Asset Management
3
Advisors Asset Management
Colorado
USD 9.12 M -USD 45.9 k -4,912 -0.5%
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 6.39 M -USD 122 k -13,028 -2%
Hennion & Walsh Asset Management
5
Hennion & Walsh Asset Management
New Jersey
USD 4.31 M +USD 362 k +38,762 +9%
LPL Financial
6
LPL Financial
California
USD 3.03 M +USD 349 k +37,409 +13%
Wells Fargo
7
Wells Fargo
California
USD 2.85 M +USD 309 k +33,037 +12%
APWA
8
Atlas Private Wealth Advisors
New Jersey
USD 1.96 M +USD 564 k +60,386 +40%
Regatta Capital Group
9
Regatta Capital Group
California
USD 1.71 M – – –
Bank of America
10
Bank of America
North Carolina
USD 1.54 M +USD 12.4 k +1,330 +0.8%
Raymond James Financial
11
Raymond James Financial
Florida
USD 1.41 M +USD 144 k +15,386 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 1.29 M +USD 221 k +23,645 +21%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
USD 973 k +USD 472 k +50,529 +94%
Stratos Wealth Partners
14
Stratos Wealth Partners
Ohio
USD 890 k +USD 153 k +16,420 +21%
First Foundation Advisors
15
First Foundation Advisors
California
USD 879 k -USD 262 k -28,028 -23%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 874 k +USD 252 k +26,966 +40%
MWM
17
Melfa Wealth Management
Massachusetts
USD 755 k -USD 1.42 k -152 -0.2%
Gerber Kawasaki Wealth & Investment Management
18
Gerber Kawasaki Wealth & Investment Management
California
USD 616 k +USD 125 k +13,368 +25%
Wedbush Securities
19
Wedbush Securities
California
USD 606 k +USD 122 k +13,100 +25%
Jones Financial Companies
20
Jones Financial Companies
Missouri
USD 592 k +USD 1.12 k +120 +0.2%
SM
21
Sweeney & Michel
California
USD 589 k -USD 45 k -4,818 -7%
MA
22
Mutual Advisors
Nebraska
USD 521 k +USD 71.3 k +7,637 +16%
SGWM
23
Sterling Group Wealth Management
California
USD 504 k – – –
Summit Trail Advisors
24
Summit Trail Advisors
New York
USD 422 k +USD 198 k +21,207 +88%
Arlington Financial Advisors
25
Arlington Financial Advisors
California
USD 373 k – – –
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