Choate Investment Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Choate Investment 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
2025 Q3	–	Sell	-15,000	Closed	-$168K	–	468
2025 Q2	$168K	Hold	15,000	–	–	﹤0.01%	406
2025 Q1	$169K	Hold	15,000	–	–	﹤0.01%	386
2024 Q4	$169K	Hold	15,000	–	–	﹤0.01%	392
2024 Q3	$178K	Hold	15,000	–	–	﹤0.01%	376
2024 Q2	$173K	Hold	15,000	–	–	﹤0.01%	372
2024 Q1	$165K	Sell	15,000 -5,500	-27%	-$60.5K	﹤0.01%	400
2023 Q4	$227K	Hold	20,500	–	–	0.01%	347
2023 Q3	$198K	Hold	20,500	–	–	0.01%	353
2023 Q2	$224K	Hold	20,500	–	–	0.01%	272
2023 Q1	$226K	Hold	20,500	–	–	0.01%	253
2022 Q4	$227K	Hold	20,500	–	–	0.01%	251
2022 Q3	$225K	Hold	20,500	–	–	0.01%	230
2022 Q2	$253K	Hold	20,500	–	–	0.02%	229
2022 Q1	$269K	Hold	20,500	–	–	0.01%	260
2021 Q4	$321K	Hold	20,500	–	–	0.02%	225
2021 Q3	$322K	Hold	20,500	–	–	0.02%	213
2021 Q2	$325K	Hold	20,500	–	–	0.02%	213
2021 Q1	$305K	Hold	20,500	–	–	0.02%	222
2020 Q4	$311K	Hold	20,500	–	–	0.02%	204
2020 Q3	$298K	Hold	20,500	–	–	0.02%	206
2020 Q2	$293K	Hold	20,500	–	–	0.02%	199
2020 Q1	$281K	Buy	20,500 +6,500	+46%	+$95.6K	0.02%	204
2019 Q4	$208K	Hold	14,000	–	–	0.01%	221
2019 Q3	$210K	Buy	+14,000	New	+$208K	0.01%	217

Other funds holding NAC

Morgan Stanley New York $1.66T AUM 25.57% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Choate Investment Advisors's NAC Position: Q3 2025 in Review

Choate Investment Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2025, closing a stake of 15,000 shares — an estimated $168K sold.

Choate Investment Advisors first reported a position in NAC in Q3 2019 and held it in 24 quarters. The position peaked at $325K in Q2 2021. 115 funds tracked by Wall St. Rank hold NAC as of Q3 2025.

Choate Investment Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 15,000 Nuveen California Quality Municipal Income Fund shares in Q3 2025, an estimated $168K.
Choate Investment Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2019 and held it in 24 quarters.
Choate Investment Advisors's Nuveen California Quality Municipal Income Fund position peaked at $325K in Q2 2021.
115 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.