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Avantax Advisory Services’s Nuveen California Municipal Value Fund NCA Stock Holding History

Avantax Advisory Services’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
2020
Q1 		– Sell
-24,639
Closed -$262K – 863
2019
Q4 		$262K Buy
+24,639
New +$258K 0.01% 674

Other funds holding NCA

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's NCA Position: Q1 2020 in Review

Avantax Advisory Services sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2020, closing a stake of 24,639 shares — an estimated $262K sold.

Avantax Advisory Services first reported a position in NCA in Q4 2019 and held it in 1 quarter. The position peaked at $262K in Q4 2019. 44 funds tracked by Wall St. Rank hold NCA as of Q1 2020.

  • Avantax Advisory Services reported no remaining Nuveen California Municipal Value Fund position as of Q1 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 24,639 Nuveen California Municipal Value Fund shares in Q1 2020, an estimated $262K.
  • Avantax Advisory Services first reported a position in Nuveen California Municipal Value Fund in Q4 2019 and held it in 1 quarter.
  • Avantax Advisory Services's Nuveen California Municipal Value Fund position peaked at $262K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.