GCA
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Gradient Capital Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Gradient Capital Advisors’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
2022
Q4 		– Sell
-14,982
Closed -$164K – 136
2022
Q3 		$164K Buy
+14,982
New +$182K 0.08% 128

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Guggenheim Capital
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Gradient Capital Advisors's NAC Position: Q4 2022 in Review

Gradient Capital Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2022, closing a stake of 14,982 shares — an estimated $164K sold.

Gradient Capital Advisors first reported a position in NAC in Q3 2022 and held it in 1 quarter. The position peaked at $164K in Q3 2022. 117 funds tracked by Wall St. Rank hold NAC as of Q4 2022.

  • Gradient Capital Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Gradient Capital Advisors sold 14,982 Nuveen California Quality Municipal Income Fund shares in Q4 2022, an estimated $164K.
  • Gradient Capital Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2022 and held it in 1 quarter.
  • Gradient Capital Advisors's Nuveen California Quality Municipal Income Fund position peaked at $164K in Q3 2022.
  • 117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2022.

Based on Gradient Capital Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.