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Golden State Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Golden State Wealth Management’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
2019
Q3 		– Sell
-9,996
Closed -$100K – 1117
2019
Q2 		$100K Hold
9,996
– – 0.03% 331
2019
Q1 		$96K Buy
+9,996
New +$94.3K 0.03% 325

Other funds holding NCA

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Golden State Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q3 2019, closing a stake of 9,996 shares — an estimated $100K sold.

Golden State Wealth Management first reported a position in NCA in Q1 2019 and held it in 2 quarters. The position peaked at $100K in Q2 2019. 38 funds tracked by Wall St. Rank hold NCA as of Q3 2019.

  • Golden State Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 9,996 Nuveen California Municipal Value Fund shares in Q3 2019, an estimated $100K.
  • Golden State Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Nuveen California Municipal Value Fund position peaked at $100K in Q2 2019.
  • 38 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2019.

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