Ford Financial Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-16,791	Closed	-$186K	–	66
2022 Q4	$186K	Buy	+16,791	New	+$182K	0.07%	116
2022 Q1	–	Sell	-7,591	Closed	-$118	–	356
2021 Q4	$118	Buy	+7,591	New	+$117K	0.02%	152
2021 Q3	–	Sell	-7,591	Closed	-$120K	–	377
2021 Q2	$120K	Buy	+7,591	New	+$117K	0.04%	142

Other funds holding NAC

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ford Financial Group's NAC Position: Q1 2023 in Review

Ford Financial Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2023, closing a stake of 16,791 shares — an estimated $186K sold.

Ford Financial Group first reported a position in NAC in Q2 2021 and held it in 3 quarters. The position peaked at $186K in Q4 2022. 117 funds tracked by Wall St. Rank hold NAC as of Q1 2023.

Ford Financial Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 16,791 Nuveen California Quality Municipal Income Fund shares in Q1 2023, an estimated $186K.
Ford Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2021 and held it in 3 quarters.
Ford Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $186K in Q4 2022.
117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.