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BDO Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

BDO 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
2021
Q1 		– Sell
-52,614
Closed -$798K – 1227
2020
Q4 		$798K Buy
+52,614
New +$780K 0.11% 120

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BDO Wealth Advisors's NAC Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2021, closing a stake of 52,614 shares — an estimated $798K sold.

BDO Wealth Advisors first reported a position in NAC in Q4 2020 and held it in 1 quarter. The position peaked at $798K in Q4 2020. 114 funds tracked by Wall St. Rank hold NAC as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 52,614 Nuveen California Quality Municipal Income Fund shares in Q1 2021, an estimated $798K.
  • BDO Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $798K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.