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IEQ Capital’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

IEQ Capital’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
2026
Q1 		– Sell
-64,754
Closed -$765K – 2014
2025
Q4 		$765K Buy
64,754
+838
+1% +$9.91K ﹤0.01% 1141
2025
Q3 		$735K Buy
63,916
+50,701
+384% +$569K ﹤0.01% 1130
2025
Q2 		$148K Sell
13,215
-1,138
-8% -$12.4K ﹤0.01% 1664
2025
Q1 		$161K Sell
14,353
-2,825
-16% -$32.1K ﹤0.01% 1419
2024
Q4 		$194K Buy
17,178
+339
+2% +$3.92K ﹤0.01% 1217
2024
Q3 		$200K Buy
16,839
+247
+1% +$2.9K ﹤0.01% 1063
2024
Q2 		$191K Buy
16,592
+173
+1% +$1.91K ﹤0.01% 921
2024
Q1 		$181K Buy
16,419
+101
+0.6% +$1.11K ﹤0.01% 893
2023
Q4 		$181K Buy
+16,318
New +$166K ﹤0.01% 850
2021
Q3 		– Sell
-11,711
Closed -$186K – 699
2021
Q2 		$186K Sell
11,711
-4,920
-30% -$75.6K 0.01% 588
2021
Q1 		$247K Sell
16,631
-3,369
-17% -$50.1K 0.01% 415
2020
Q4 		$303K Hold
20,000
– – 0.01% 210
2020
Q3 		$291K Hold
20,000
– – 0.02% 306
2020
Q2 		$285K Buy
+20,000
New +$279K 0.02% 245
2020
Q1 		– Sell
-322,064
Closed -$4.8M – 409
2019
Q4 		$4.8M Buy
+322,064
New +$4.79M 0.42% 39

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

IEQ Capital's NAC Position: Q1 2026 in Review

IEQ Capital sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 64,754 shares — an estimated $765K sold.

IEQ Capital first reported a position in NAC in Q4 2019 and held it in 15 quarters. The position peaked at $4.8M in Q4 2019. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • IEQ Capital reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 64,754 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $765K.
  • IEQ Capital first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 15 quarters.
  • IEQ Capital's Nuveen California Quality Municipal Income Fund position peaked at $4.8M in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.