Carmel Capital Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-1,444	Closed	-$13.9K	–	492
2023 Q3	$13.9K	Hold	1,444	–	–	0.01%	403
2023 Q2	$15.8K	Hold	1,444	–	–	0.01%	265
2023 Q1	$15.9K	Buy	+1,444	New	+$16.1K	0.01%	304

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RCM

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LSC

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BPCM

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AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Carmel Capital Partners's NAC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2023, closing a stake of 1,444 shares — an estimated $13.9K sold.

Carmel Capital Partners first reported a position in NAC in Q1 2023 and held it in 3 quarters. The position peaked at $15.9K in Q1 2023. 122 funds tracked by Wall St. Rank hold NAC as of Q4 2023.

Carmel Capital Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 1,444 Nuveen California Quality Municipal Income Fund shares in Q4 2023, an estimated $13.9K.
Carmel Capital Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Nuveen California Quality Municipal Income Fund position peaked at $15.9K in Q1 2023.
122 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.