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Harbour Investments’s Nuveen California Municipal Value Fund NCA Stock Holding History

Harbour Investments’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
2021
Q2 		– Sell
-3,034
Closed -$31K – 3886
2021
Q1 		$31K Buy
+3,034
New +$31.8K ﹤0.01% 1954

Other funds holding NCA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Harbour Investments's NCA Position: Q2 2021 in Review

Harbour Investments sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2021, closing a stake of 3,034 shares — an estimated $31K sold.

Harbour Investments first reported a position in NCA in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 54 funds tracked by Wall St. Rank hold NCA as of Q2 2021.

  • Harbour Investments reported no remaining Nuveen California Municipal Value Fund position as of Q2 2021 after selling out during the quarter.
  • Harbour Investments sold 3,034 Nuveen California Municipal Value Fund shares in Q2 2021, an estimated $31K.
  • Harbour Investments first reported a position in Nuveen California Municipal Value Fund in Q1 2021 and held it in 1 quarter.
  • Harbour Investments's Nuveen California Municipal Value Fund position peaked at $31K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2021.

Based on Harbour Investments's 13F filing for Q2 2021, filed 16 Aug 2021.