Efficient Market Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Efficient Market Advisors’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
2017 Q1	$113K	Hold	11,250	–	–	0.02%	48
2016 Q4	$117K	Hold	11,250	–	–	0.02%	49
2016 Q3	$127K	Hold	11,250	–	–	0.02%	47
2016 Q2	$126K	Hold	11,250	–	–	0.02%	45
2016 Q1	$124K	Hold	11,250	–	–	0.02%	47
2015 Q4	$122K	Hold	11,250	–	–	0.03%	63
2015 Q3	$119K	Hold	11,250	–	–	0.03%	53
2015 Q2	$116K	Hold	11,250	–	–	0.03%	54
2015 Q1	$120K	Hold	11,250	–	–	0.03%	55
2014 Q4	$118K	Hold	11,250	–	–	0.03%	57
2014 Q3	$116K	Hold	11,250	–	–	0.03%	46
2014 Q2	$114K	Hold	11,250	–	–	0.03%	51
2014 Q1	$110K	Buy	11,250 +10,250	+1,025%	+$97.6K	0.03%	50
2013 Q4	$9K	Hold	1,000	–	–	﹤0.01%	106
2013 Q3	$9K	Hold	1,000	–	–	﹤0.01%	110
2013 Q2	$9K	Buy	+1,000	New	+$9.98K	﹤0.01%	98

Other funds holding NCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFEC

First Financial Equity Corporation Scottsdale, Arizona $584M AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Efficient Market Advisors's NCA Position: Q1 2017 in Review

Efficient Market Advisors held its Nuveen California Municipal Value Fund (NCA) position steady in Q1 2017 at 11,250 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #48.

Efficient Market Advisors first reported a position in NCA in Q2 2013 and has held it in 16 quarters since. The position peaked at $127K in Q3 2016. 37 funds tracked by Wall St. Rank hold NCA as of Q1 2017.

Efficient Market Advisors held 11,250 shares of Nuveen California Municipal Value Fund worth $113K as of Q1 2017.
Efficient Market Advisors left its Nuveen California Municipal Value Fund share count unchanged in Q1 2017.
Nuveen California Municipal Value Fund made up 0.02% of Efficient Market Advisors's portfolio in Q1 2017, its #48 holding.
Efficient Market Advisors first reported a position in Nuveen California Municipal Value Fund in Q2 2013 and has held it in 16 quarters since.
Efficient Market Advisors's Nuveen California Municipal Value Fund position peaked at $127K in Q3 2016.
37 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.