IFP Advisors’s Nuveen California Municipal Value Fund 2 NCB Stock Holding History

IFP Advisors’s Portfolio NCB Stock Details NCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,789	Closed	-$27K	–	3991
2018 Q4	$27K	Buy	1,789 +18	+1%	+$279	﹤0.01%	1968
2018 Q3	$28K	Buy	1,771 +18	+1%	+$281	﹤0.01%	2271
2018 Q2	$28K	Buy	1,753 +18	+1%	+$280	﹤0.01%	2281
2018 Q1	$29K	Hold	1,735	–	–	﹤0.01%	2172
2017 Q4	$29K	Hold	1,735	–	–	﹤0.01%	2199
2017 Q3	$30K	Hold	1,735	–	–	﹤0.01%	2352
2017 Q2	$31K	Hold	1,735	–	–	﹤0.01%	2307
2017 Q1	$29K	Hold	1,735	–	–	﹤0.01%	2273
2016 Q4	$28K	Hold	1,735	–	–	﹤0.01%	2256
2016 Q3	$32K	Buy	+1,735	New	+$32K	﹤0.01%	2118

Other funds holding NCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IFP Advisors's NCB Position: Q1 2019 in Review

IFP Advisors sold out of Nuveen California Municipal Value Fund 2 (NCB) in Q1 2019, closing a stake of 1,789 shares — an estimated $27K sold.

IFP Advisors first reported a position in NCB in Q3 2016 and held it in 10 quarters. The position peaked at $32K in Q3 2016. 14 funds tracked by Wall St. Rank hold NCB as of Q1 2019.

IFP Advisors reported no remaining Nuveen California Municipal Value Fund 2 position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,789 Nuveen California Municipal Value Fund 2 shares in Q1 2019, an estimated $27K.
IFP Advisors first reported a position in Nuveen California Municipal Value Fund 2 in Q3 2016 and held it in 10 quarters.
IFP Advisors's Nuveen California Municipal Value Fund 2 position peaked at $32K in Q3 2016.
14 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund 2 as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.