CAN
NCB

Cetera Advisor Networks’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

Cetera Advisor Networks’s Portfolio NCB Stock Details NCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-351
Closed -$5K – 3476
2020
Q2 		$5K Buy
+351
New +$4.99K ﹤0.01% 3014
2016
Q4 		– Sell
-16,504
Closed -$307K – 1058
2016
Q3 		$307K Buy
+16,504
New +$304K 0.01% 761

Other funds holding NCB

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Cetera Advisor Networks's NCB Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Nuveen California Municipal Value Fund 2 (NCB) in Q3 2020, closing a stake of 351 shares — an estimated $5K sold.

Cetera Advisor Networks first reported a position in NCB in Q3 2016 and held it in 2 quarters. The position peaked at $307K in Q3 2016. 21 funds tracked by Wall St. Rank hold NCB as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Nuveen California Municipal Value Fund 2 position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 351 Nuveen California Municipal Value Fund 2 shares in Q3 2020, an estimated $5K.
  • Cetera Advisor Networks first reported a position in Nuveen California Municipal Value Fund 2 in Q3 2016 and held it in 2 quarters.
  • Cetera Advisor Networks's Nuveen California Municipal Value Fund 2 position peaked at $307K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.