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Ford Financial Group’s Nuveen California Municipal Value Fund NCA Stock Holding History

Ford Financial Group’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
2022
Q1 		– Sell
-4,000
Closed -$40 – 358
2021
Q4 		$40 Sell
4,000
-12,237
-75% -$125K 0.01% 234
2021
Q3 		$171K Buy
16,237
+3,550
+28% +$38K 0.07% 102
2021
Q2 		$135K Buy
+12,687
New +$132K 0.05% 132

Other funds holding NCA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ford Financial Group's NCA Position: Q1 2022 in Review

Ford Financial Group sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2022, closing a stake of 4,000 shares — an estimated $40 sold.

Ford Financial Group first reported a position in NCA in Q2 2021 and held it in 3 quarters. The position peaked at $171K in Q3 2021. 57 funds tracked by Wall St. Rank hold NCA as of Q1 2022.

  • Ford Financial Group reported no remaining Nuveen California Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 4,000 Nuveen California Municipal Value Fund shares in Q1 2022, an estimated $40.
  • Ford Financial Group first reported a position in Nuveen California Municipal Value Fund in Q2 2021 and held it in 3 quarters.
  • Ford Financial Group's Nuveen California Municipal Value Fund position peaked at $171K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.