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Acrospire Investment Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Acrospire Investment Management’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
2017
Q2 		– Sell
-100
Closed -$1K – 2411
2017
Q1 		$1K Sell
100
-400
-80% -$4.09K ﹤0.01% 2150
2016
Q4 		$5K Buy
+500
New +$5.22K ﹤0.01% 2050

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GC
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FFA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acrospire Investment Management's NCA Position: Q2 2017 in Review

Acrospire Investment Management sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2017, closing a stake of 100 shares — an estimated $1K sold.

Acrospire Investment Management first reported a position in NCA in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 35 funds tracked by Wall St. Rank hold NCA as of Q2 2017.

  • Acrospire Investment Management reported no remaining Nuveen California Municipal Value Fund position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 100 Nuveen California Municipal Value Fund shares in Q2 2017, an estimated $1K.
  • Acrospire Investment Management first reported a position in Nuveen California Municipal Value Fund in Q4 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Nuveen California Municipal Value Fund position peaked at $5K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.