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Fort Point Capital Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Fort Point Capital Partners’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
2024
Q3 		– Sell
-196,328
Closed -$2.26M – 324
2024
Q2 		$2.26M Buy
196,328
+38,184
+24% +$422K 0.29% 60
2024
Q1 		$1.74M Buy
+158,144
New +$1.74M 0.23% 76

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RCM
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MSL
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UBS Group
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GC
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Wells Fargo
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Fort Point Capital Partners's NAC Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2024, closing a stake of 196,328 shares — an estimated $2.26M sold.

Fort Point Capital Partners first reported a position in NAC in Q1 2024 and held it in 2 quarters. The position peaked at $2.26M in Q2 2024. 120 funds tracked by Wall St. Rank hold NAC as of Q3 2024.

  • Fort Point Capital Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 196,328 Nuveen California Quality Municipal Income Fund shares in Q3 2024, an estimated $2.26M.
  • Fort Point Capital Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and held it in 2 quarters.
  • Fort Point Capital Partners's Nuveen California Quality Municipal Income Fund position peaked at $2.26M in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.