GSWM
NAC icon

Golden State Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Golden State Wealth 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
2019
Q3 		– Sell
-11,222
Closed -$162K – 1116
2019
Q2 		$162K Hold
11,222
– – 0.05% 251
2019
Q1 		$155K Buy
+11,222
New +$149K 0.05% 255

Other funds holding NAC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's NAC Position: Q3 2019 in Review

Golden State Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2019, closing a stake of 11,222 shares — an estimated $162K sold.

Golden State Wealth Management first reported a position in NAC in Q1 2019 and held it in 2 quarters. The position peaked at $162K in Q2 2019. 94 funds tracked by Wall St. Rank hold NAC as of Q3 2019.

  • Golden State Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 11,222 Nuveen California Quality Municipal Income Fund shares in Q3 2019, an estimated $162K.
  • Golden State Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $162K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.