ACA
NCB

Ackerman Capital Advisors’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

Ackerman Capital Advisors’s Portfolio NCB Stock Details NCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-13,221
Closed -$204K – 146
2020
Q4 		$204K Sell
13,221
-3,374
-20% -$52.2K 0.05% 112
2020
Q3 		$260K Buy
16,595
+6,369
+62% +$96.9K 0.07% 92
2020
Q2 		$147K Buy
+10,226
New +$145K 0.04% 121

Ackerman Capital Advisors's NCB Position: Q1 2021 in Review

Ackerman Capital Advisors sold out of Nuveen California Municipal Value Fund 2 (NCB) in Q1 2021, closing a stake of 13,221 shares — an estimated $204K sold.

Ackerman Capital Advisors first reported a position in NCB in Q2 2020 and held it in 3 quarters. The position peaked at $260K in Q3 2020. 0 funds tracked by Wall St. Rank hold NCB as of Q1 2021.

  • Ackerman Capital Advisors reported no remaining Nuveen California Municipal Value Fund 2 position as of Q1 2021 after selling out during the quarter.
  • Ackerman Capital Advisors sold 13,221 Nuveen California Municipal Value Fund 2 shares in Q1 2021, an estimated $204K.
  • Ackerman Capital Advisors first reported a position in Nuveen California Municipal Value Fund 2 in Q2 2020 and held it in 3 quarters.
  • Ackerman Capital Advisors's Nuveen California Municipal Value Fund 2 position peaked at $260K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q1 2021.

Based on Ackerman Capital Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.