GIM
NUC

Grassi Investment Management’s NUVEEN CALIF QUAL INCM MUNI FD NUC Stock Holding History

Grassi Investment Management’s Portfolio NUC Stock Details NUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-14,000
Closed -$216K – 149
2013
Q2 		$216K Buy
+14,000
New +$229K 0.06% 141

Other funds holding NUC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 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 $10.2B AUM 33.39% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Grassi Investment Management's NUC Position: Q3 2013 in Review

Grassi Investment Management sold out of NUVEEN CALIF QUAL INCM MUNI FD (NUC) in Q3 2013, closing a stake of 14,000 shares — an estimated $216K sold.

Grassi Investment Management first reported a position in NUC in Q2 2013 and held it in 1 quarter. The position peaked at $216K in Q2 2013. 20 funds tracked by Wall St. Rank hold NUC as of Q3 2013.

  • Grassi Investment Management reported no remaining NUVEEN CALIF QUAL INCM MUNI FD position as of Q3 2013 after selling out during the quarter.
  • Grassi Investment Management sold 14,000 NUVEEN CALIF QUAL INCM MUNI FD shares in Q3 2013, an estimated $216K.
  • Grassi Investment Management first reported a position in NUVEEN CALIF QUAL INCM MUNI FD in Q2 2013 and held it in 1 quarter.
  • Grassi Investment Management's NUVEEN CALIF QUAL INCM MUNI FD position peaked at $216K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held NUVEEN CALIF QUAL INCM MUNI FD as of Q3 2013.

Based on Grassi Investment Management's 13F filing for Q3 2013, filed 30 Apr 2014.