ASN
NAC icon

Advisory Services Network’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Advisory Services Network’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
2017
Q2 		– Sell
-2,074
Closed -$30K – 2351
2017
Q1 		$30K Buy
+2,074
New +$29.8K ﹤0.01% 1148

Other funds holding NAC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Advisory Services Network's NAC Position: Q2 2017 in Review

Advisory Services Network sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2017, closing a stake of 2,074 shares — an estimated $30K sold.

Advisory Services Network first reported a position in NAC in Q1 2017 and held it in 1 quarter. The position peaked at $30K in Q1 2017. 66 funds tracked by Wall St. Rank hold NAC as of Q2 2017.

  • Advisory Services Network reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
  • Advisory Services Network sold 2,074 Nuveen California Quality Municipal Income Fund shares in Q2 2017, an estimated $30K.
  • Advisory Services Network first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2017 and held it in 1 quarter.
  • Advisory Services Network's Nuveen California Quality Municipal Income Fund position peaked at $30K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2017.

Based on Advisory Services Network's 13F filing for Q2 2017, filed 17 Aug 2017.