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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q3 		– Sell
-2,546
Closed -$43K – 445
2016
Q2 		$43K Hold
2,546
– – 0.02% 157
2016
Q1 		$40K Hold
2,546
– – 0.02% 152
2015
Q4 		$39K Buy
+2,546
New +$38.5K 0.02% 150

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Genovese Burford & Brothers Wealth & Retirement Plan Management's NAC Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2016, closing a stake of 2,546 shares — an estimated $43K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NAC in Q4 2015 and held it in 3 quarters. The position peaked at $43K in Q2 2016. 51 funds tracked by Wall St. Rank hold NAC as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 2,546 Nuveen California Quality Municipal Income Fund shares in Q3 2016, an estimated $43K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2015 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Nuveen California Quality Municipal Income Fund position peaked at $43K in Q2 2016.
  • 51 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.