GI
NAC icon

Gradient Investments’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Gradient Investments’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
2020
Q2 		– Sell
-536
Closed -$7K – 1145
2020
Q1 		$7K Buy
+536
New +$7.88K ﹤0.01% 720
2019
Q2 		– Sell
-209
Closed -$3K – 1056
2019
Q1 		$3K Buy
+209
New +$2.78K ﹤0.01% 714

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Gradient Investments's NAC Position: Q2 2020 in Review

Gradient Investments sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2020, closing a stake of 536 shares — an estimated $7K sold.

Gradient Investments first reported a position in NAC in Q1 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 104 funds tracked by Wall St. Rank hold NAC as of Q2 2020.

  • Gradient Investments reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 536 Nuveen California Quality Municipal Income Fund shares in Q2 2020, an estimated $7K.
  • Gradient Investments first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2019 and held it in 2 quarters.
  • Gradient Investments's Nuveen California Quality Municipal Income Fund position peaked at $7K in Q1 2020.
  • 104 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.