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Dynamic Advisor Solutions’s Nuveen California Municipal Value Fund NCA Stock Holding History

Dynamic Advisor Solutions’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
2018
Q2 		– Sell
-11,250
Closed -$105K – 424
2018
Q1 		$105K Buy
+11,250
New +$109K 0.03% 359

Other funds holding NCA

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Dynamic Advisor Solutions's NCA Position: Q2 2018 in Review

Dynamic Advisor Solutions sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2018, closing a stake of 11,250 shares — an estimated $105K sold.

Dynamic Advisor Solutions first reported a position in NCA in Q1 2018 and held it in 1 quarter. The position peaked at $105K in Q1 2018. 48 funds tracked by Wall St. Rank hold NCA as of Q2 2018.

  • Dynamic Advisor Solutions reported no remaining Nuveen California Municipal Value Fund position as of Q2 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,250 Nuveen California Municipal Value Fund shares in Q2 2018, an estimated $105K.
  • Dynamic Advisor Solutions first reported a position in Nuveen California Municipal Value Fund in Q1 2018 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Nuveen California Municipal Value Fund position peaked at $105K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2018, filed 7 Aug 2018.