C2C Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

C2C Wealth Management’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
2023 Q1	–	Sell	-14,812	Closed	-$169K	–	242
2022 Q4	$169K	Hold	14,812	–	–	0.03%	166
2022 Q3	$169K	Hold	14,812	–	–	0.03%	166
2022 Q2	$180K	Hold	14,812	–	–	0.03%	180
2022 Q1	$182K	Sell	14,812 -1,710	-10%	-$24K	0.03%	198
2021 Q4	$258K	Buy	+16,522	New	+$255K	0.04%	185

Other funds holding NAC

RCM

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

C2C Wealth Management's NAC Position: Q1 2023 in Review

C2C Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2023, closing a stake of 14,812 shares — an estimated $169K sold.

C2C Wealth Management first reported a position in NAC in Q4 2021 and held it in 5 quarters. The position peaked at $258K in Q4 2021. 117 funds tracked by Wall St. Rank hold NAC as of Q1 2023.

C2C Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
C2C Wealth Management sold 14,812 Nuveen California Quality Municipal Income Fund shares in Q1 2023, an estimated $169K.
C2C Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and held it in 5 quarters.
C2C Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $258K in Q4 2021.
117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2023.

Based on C2C Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.