Ameritas Investment Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Ameritas Investment Partners’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
2021 Q2	–	Sell	-728	Closed	-$10K	–	3167
2021 Q1	$10K	Hold	728	–	–	﹤0.01%	2865
2020 Q4	$11K	Hold	728	–	–	﹤0.01%	2754
2020 Q3	$10K	Hold	728	–	–	﹤0.01%	2723
2020 Q2	$10K	Hold	728	–	–	﹤0.01%	2724
2020 Q1	$9K	Hold	728	–	–	﹤0.01%	2602
2019 Q4	$10K	Buy	728 +2	+0.3%	+$30	﹤0.01%	2739
2019 Q3	$10K	Buy	+726	New	+$10.8K	﹤0.01%	2753

Other funds holding NAC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Ameritas Investment Partners's NAC Position: Q2 2021 in Review

Ameritas Investment Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2021, closing a stake of 728 shares — an estimated $10K sold.

Ameritas Investment Partners first reported a position in NAC in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q4 2020. 114 funds tracked by Wall St. Rank hold NAC as of Q2 2021.

Ameritas Investment Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Partners sold 728 Nuveen California Quality Municipal Income Fund shares in Q2 2021, an estimated $10K.
Ameritas Investment Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2019 and held it in 7 quarters.
Ameritas Investment Partners's Nuveen California Quality Municipal Income Fund position peaked at $11K in Q4 2020.
114 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2021.

Based on Ameritas Investment Partners's 13F filing for Q2 2021, filed 6 Aug 2021.