Envestnet Asset Management
NAC icon

Envestnet Asset Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Envestnet Asset 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
2026
Q1 		$588K Buy
+50,469
New +$599K ﹤0.01% 3821
2022
Q2 		– Sell
-14,133
Closed -$185K – 4010
2022
Q1 		$185K Sell
14,133
-1,439
-9% -$20.2K ﹤0.01% 3708
2021
Q4 		$244K Buy
+15,572
New +$240K ﹤0.01% 3541
2017
Q3 		– Sell
-6,990
Closed -$105K – 2990
2017
Q2 		$105K Buy
6,990
+6,974
+43,588% +$103K ﹤0.01% 2115
2017
Q1 		$0 Hold
16
– – ﹤0.01% 3146
2016
Q4 		$0 Sell
16
-7,474
-100% -$110K ﹤0.01% 3226
2016
Q3 		$123K Hold
7,490
– – ﹤0.01% 2230
2016
Q2 		$127K Buy
+7,490
New +$123K ﹤0.01% 2328

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