Ackerman Capital Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Ackerman Capital Advisors’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
2023 Q2	–	Sell	-13,983	Closed	-$154K	–	108
2023 Q1	$154K	Sell	13,983 -7,885	-36%	-$87.6K	0.04%	95
2022 Q4	$242K	Buy	+21,868	New	+$237K	0.07%	99
2021 Q2	–	Sell	-27,475	Closed	-$408K	–	132
2021 Q1	$408K	Buy	+27,475	New	+$409K	0.1%	78
2020 Q1	–	Sell	-22,432	Closed	-$334K	–	160
2019 Q4	$334K	Buy	+22,432	New	+$333K	0.1%	141

Other funds holding NAC

RCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LSC

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ackerman Capital Advisors's NAC Position: Q2 2023 in Review

Ackerman Capital Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2023, closing a stake of 13,983 shares — an estimated $154K sold.

Ackerman Capital Advisors first reported a position in NAC in Q4 2019 and held it in 4 quarters. The position peaked at $408K in Q1 2021. 111 funds tracked by Wall St. Rank hold NAC as of Q2 2023.

Ackerman Capital Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 13,983 Nuveen California Quality Municipal Income Fund shares in Q2 2023, an estimated $154K.
Ackerman Capital Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 4 quarters.
Ackerman Capital Advisors's Nuveen California Quality Municipal Income Fund position peaked at $408K in Q1 2021.
111 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2023.

Based on Ackerman Capital Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.