GWM
NAC icon

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

Gupta 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
2015
Q2 		– Sell
-2,000
Closed -$31K – 1300
2015
Q1 		$31K Buy
+2,000
New +$30.7K 0.01% 491

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Gupta Wealth Management's NAC Position: Q2 2015 in Review

Gupta Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2015, closing a stake of 2,000 shares — an estimated $31K sold.

Gupta Wealth Management first reported a position in NAC in Q1 2015 and held it in 1 quarter. The position peaked at $31K in Q1 2015. 47 funds tracked by Wall St. Rank hold NAC as of Q2 2015.

  • Gupta Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,000 Nuveen California Quality Municipal Income Fund shares in Q2 2015, an estimated $31K.
  • Gupta Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $31K in Q1 2015.
  • 47 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.