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Empirical Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Empirical Wealth Management’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
2023
Q3 		– Sell
-23,372
Closed -$255K – 487
2023
Q2 		$255K Buy
+23,372
New +$252K 0.01% 396
2022
Q1 		– Sell
-29,481
Closed -$461K – 533
2021
Q4 		$461K Buy
+29,481
New +$455K 0.02% 350

Other funds holding NAC

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Empirical Wealth Management's NAC Position: Q3 2023 in Review

Empirical Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2023, closing a stake of 23,372 shares — an estimated $255K sold.

Empirical Wealth Management first reported a position in NAC in Q4 2021 and held it in 2 quarters. The position peaked at $461K in Q4 2021. 120 funds tracked by Wall St. Rank hold NAC as of Q3 2023.

  • Empirical Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 23,372 Nuveen California Quality Municipal Income Fund shares in Q3 2023, an estimated $255K.
  • Empirical Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and held it in 2 quarters.
  • Empirical Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $461K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.