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Disciplined Investments’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Disciplined Investments’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
2020
Q4 		– Sell
-732
Closed -$11K – 378
2020
Q3 		$11K Hold
732
– – 0.01% 254
2020
Q2 		$10K Buy
+732
New +$10.2K 0.01% 271

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GC
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Disciplined Investments's NAC Position: Q4 2020 in Review

Disciplined Investments sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2020, closing a stake of 732 shares — an estimated $11K sold.

Disciplined Investments first reported a position in NAC in Q2 2020 and held it in 2 quarters. The position peaked at $11K in Q3 2020. 116 funds tracked by Wall St. Rank hold NAC as of Q4 2020.

  • Disciplined Investments reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 732 Nuveen California Quality Municipal Income Fund shares in Q4 2020, an estimated $11K.
  • Disciplined Investments first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2020 and held it in 2 quarters.
  • Disciplined Investments's Nuveen California Quality Municipal Income Fund position peaked at $11K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.