Iron Gate Global Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Iron Gate Global Advisors’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
2022 Q4	–	Sell	-10,422	Closed	-$114K	–	101
2022 Q3	$114K	Hold	10,422	–	–	0.03%	81
2022 Q2	$128K	Hold	10,422	–	–	0.04%	86
2022 Q1	$136K	Hold	10,422	–	–	0.03%	100
2021 Q4	$161K	Buy	+10,422	New	+$161K	0.04%	116
2021 Q1	–	Sell	-10,422	Closed	-$157K	–	99
2020 Q4	$157K	Hold	10,422	–	–	0.06%	89
2020 Q3	$152K	Buy	+10,422	New	+$153K	0.06%	94
2020 Q1	–	Sell	-10,422	Closed	-$155K	–	61
2019 Q4	$155K	Buy	+10,422	New	+$155K	0.09%	66
2019 Q3	–	Sell	-10,422	Closed	-$151K	–	77
2019 Q2	$151K	Buy	+10,422	New	+$147K	0.1%	64
2019 Q1	–	Sell	-10,422	Closed	-$133K	–	81
2018 Q4	$133K	Hold	10,422	–	–	0.1%	60
2018 Q3	$132K	Buy	+10,422	New	+$139K	0.09%	77

Other funds holding NAC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Iron Gate Global Advisors's NAC Position: Q4 2022 in Review

Iron Gate Global Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2022, closing a stake of 10,422 shares — an estimated $114K sold.

Iron Gate Global Advisors first reported a position in NAC in Q3 2018 and held it in 10 quarters. The position peaked at $161K in Q4 2021. 117 funds tracked by Wall St. Rank hold NAC as of Q4 2022.

Iron Gate Global Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 10,422 Nuveen California Quality Municipal Income Fund shares in Q4 2022, an estimated $114K.
Iron Gate Global Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2018 and held it in 10 quarters.
Iron Gate Global Advisors's Nuveen California Quality Municipal Income Fund position peaked at $161K in Q4 2021.
117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2022.

Based on Iron Gate Global Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.