ACA
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Ackerman Capital Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Ackerman Capital Advisors’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22,080
Closed -$223K – 123
2021
Q4 		$223K Buy
+22,080
New +$226K 0.05% 109

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ackerman Capital Advisors's NCA Position: Q1 2022 in Review

Ackerman Capital Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2022, closing a stake of 22,080 shares — an estimated $223K sold.

Ackerman Capital Advisors first reported a position in NCA in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 57 funds tracked by Wall St. Rank hold NCA as of Q1 2022.

  • Ackerman Capital Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
  • Ackerman Capital Advisors sold 22,080 Nuveen California Municipal Value Fund shares in Q1 2022, an estimated $223K.
  • Ackerman Capital Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2021 and held it in 1 quarter.
  • Ackerman Capital Advisors's Nuveen California Municipal Value Fund position peaked at $223K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2022.

Based on Ackerman Capital Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.