Cambridge Investment Research Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Cambridge Investment Research Advisors’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
2024 Q3	–	Sell	-12,304	Closed	-$107K	–	3491
2024 Q2	$107K	Buy	12,304 +1,899	+18%	+$16.5K	﹤0.01%	3147
2024 Q1	$94K	Hold	10,405	–	–	﹤0.01%	3157
2023 Q4	$93K	Hold	10,405	–	–	﹤0.01%	3045
2023 Q3	$85K	Hold	10,405	–	–	﹤0.01%	2982
2023 Q2	$89K	Buy	+10,405	New	+$91K	﹤0.01%	3022
2022 Q1	–	Sell	-10,542	Closed	-$107K	–	3257
2021 Q4	$107K	Hold	10,542	–	–	﹤0.01%	3028
2021 Q3	$111K	Buy	+10,542	New	+$113K	﹤0.01%	2939

Other funds holding NCA

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors's NCA Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q3 2024, closing a stake of 12,304 shares — an estimated $107K sold.

Cambridge Investment Research Advisors first reported a position in NCA in Q3 2021 and held it in 7 quarters. The position peaked at $111K in Q3 2021. 58 funds tracked by Wall St. Rank hold NCA as of Q3 2024.

Cambridge Investment Research Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q3 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 12,304 Nuveen California Municipal Value Fund shares in Q3 2024, an estimated $107K.
Cambridge Investment Research Advisors first reported a position in Nuveen California Municipal Value Fund in Q3 2021 and held it in 7 quarters.
Cambridge Investment Research Advisors's Nuveen California Municipal Value Fund position peaked at $111K in Q3 2021.
58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.