IFWM
NAC icon

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

Institute for 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
2017
Q4 		– Sell
-27,232
Closed -$408K – 411
2017
Q3 		$408K Sell
27,232
-3,572
-12% -$54.5K 0.13% 198
2017
Q2 		$462K Buy
+30,804
New +$456K 0.13% 241

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 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 $8.86B AUM 28.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Institute for Wealth Management's NAC Position: Q4 2017 in Review

Institute for Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2017, closing a stake of 27,232 shares — an estimated $408K sold.

Institute for Wealth Management first reported a position in NAC in Q2 2017 and held it in 2 quarters. The position peaked at $462K in Q2 2017. 81 funds tracked by Wall St. Rank hold NAC as of Q4 2017.

  • Institute for Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 27,232 Nuveen California Quality Municipal Income Fund shares in Q4 2017, an estimated $408K.
  • Institute for Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $462K in Q2 2017.
  • 81 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2017.

Based on Institute for Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.