20/20 Capital Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

20/20 Capital Management’s Portfolio NAC Stock Details NAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.38M	Sell	213,333 -11,636	-5%	-$179K	0.88%	30
2021 Q1	$3.34M	Sell	224,969 -12,441	-5%	-$185K	0.97%	28
2020 Q4	$3.6M	Buy	237,410 +5,285	+2%	+$78.4K	1.05%	25
2020 Q3	$3.38M	Buy	232,125 +8,542	+4%	+$125K	1.27%	20
2020 Q2	$3.36M	Sell	223,583 -13,145	-6%	-$183K	1.3%	20
2020 Q1	$3.29M	Sell	236,728 -5,824	-2%	-$85.7K	1.47%	17
2019 Q4	$3.74M	Buy	+242,552	New	+$3.6M	1.51%	16

Other funds holding NAC

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

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return