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B. Riley Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-26,120
Closed -$253K – 1533
2024
Q1 		$253K Hold
26,120
– – 0.01% 1136
2023
Q4 		$290K Hold
26,120
– – 0.01% 1068
2023
Q3 		$253K Hold
26,120
– – 0.01% 1136
2023
Q2 		$286K Hold
26,120
– – 0.01% 1144
2023
Q1 		$289K Sell
26,120
-7,922
-23% -$88.1K 0.01% 1087
2022
Q4 		$377K Sell
34,042
-160
-0.5% -$1.74K 0.01% 922
2022
Q3 		$376K Buy
+34,202
New +$416K 0.01% 890
2015
Q1 		– Sell
-3,486
Closed -$52 – 1454
2014
Q4 		$52 Buy
+3,486
New +$51.3K ﹤0.01% 2071
2014
Q3 		– Sell
-2,086
Closed -$29.1K – 1424
2014
Q2 		$29.1K Buy
+2,086
New +$29.4K 0.01% 1280

Other funds holding NAC

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

B. Riley Wealth Advisors's NAC Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2024, closing a stake of 26,120 shares — an estimated $253K sold.

B. Riley Wealth Advisors first reported a position in NAC in Q2 2014 and held it in 9 quarters. The position peaked at $377K in Q4 2022. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 26,120 Nuveen California Quality Municipal Income Fund shares in Q2 2024, an estimated $253K.
  • B. Riley Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2014 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $377K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.