Advisor Group’s Nuveen California Municipal Value Fund NCA Stock Holding History

Advisor Group’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
2019 Q4	$11K	Buy	+1,000	New	+$10.5K	﹤0.01%	4310

Other funds holding NCA

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Group's NCA Position: Q4 2019 in Review

Advisor Group opened a new position in Nuveen California Municipal Value Fund (NCA) in Q4 2019: 1,000 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #4310 among its holdings.

42 funds tracked by Wall St. Rank hold NCA as of Q4 2019.

Advisor Group held 1,000 shares of Nuveen California Municipal Value Fund worth $11K as of Q4 2019.
Nuveen California Municipal Value Fund was a new Advisor Group position in Q4 2019.
Nuveen California Municipal Value Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4310 holding.
42 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.