B. Riley Wealth Management’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-17,186
Closed -$265K 504
2020
Q4
$265K Sell
17,186
-6,214
-27% -$96.1K 0.03% 284
2020
Q3
$366K Hold
23,400
0.04% 274
2020
Q2
$337K Hold
23,400
0.04% 278
2020
Q1
$344K Hold
23,400
0.04% 332
2019
Q4
$370K Hold
23,400
0.06% 255
2019
Q3
$388K Hold
23,400
0.07% 237
2019
Q2
$379 Hold
23,400
0.06% 247
2019
Q1
$373K Hold
23,400
0.06% 252
2018
Q4
$357K Hold
23,400
0.07% 220
2018
Q3
$367K Buy
+23,400
New +$365K 0.09% 190

B. Riley Wealth Management's NCB Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Nuveen California Municipal Value Fund 2 (NCB) in Q1 2021, closing a stake of 17,186 shares — an estimated $265K sold.

B. Riley Wealth Management first reported a position in NCB in Q3 2018 and held it in 10 quarters. The position peaked at $388K in Q3 2019. 0 funds tracked by Wall St. Rank hold NCB as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Nuveen California Municipal Value Fund 2 position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 17,186 Nuveen California Municipal Value Fund 2 shares in Q1 2021, an estimated $265K.
  • B. Riley Wealth Management first reported a position in Nuveen California Municipal Value Fund 2 in Q3 2018 and held it in 10 quarters.
  • B. Riley Wealth Management's Nuveen California Municipal Value Fund 2 position peaked at $388K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.