Israel Englander’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Israel Englander’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
2024 Q4	–	Sell	-51,229	Closed	-$609K	–	6275
2024 Q3	$609K	Buy	+51,229	New	+$600K	﹤0.01%	4673
2023 Q4	–	Sell	-11,196	Closed	-$108K	–	6368
2023 Q3	$108K	Buy	+11,196	New	+$117K	﹤0.01%	5316
2022 Q1	–	Sell	-17,506	Closed	-$274K	–	7275
2021 Q4	$274K	Buy	+17,506	New	+$270K	﹤0.01%	5637
2018 Q4	–	Sell	-38,046	Closed	-$492K	–	4033
2018 Q3	$492K	Buy	38,046 +13,935	+58%	+$186K	﹤0.01%	3266
2018 Q2	$322K	Buy	24,111 +7,100	+42%	+$94.9K	﹤0.01%	3359
2018 Q1	$228K	Sell	17,011 -64,379	-79%	-$884K	﹤0.01%	3327
2017 Q4	$1.17M	Buy	81,390 +45,455	+126%	+$664K	﹤0.01%	2605
2017 Q3	$536K	Buy	+35,935	New	+$548K	﹤0.01%	2810

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Israel Englander's NAC Position: Q4 2024 in Review

Israel Englander sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2024, closing a stake of 51,229 shares — an estimated $609K sold.

Israel Englander first reported a position in NAC in Q3 2017 and held it in 8 quarters. The position peaked at $1.17M in Q4 2017. 124 funds tracked by Wall St. Rank hold NAC as of Q4 2024.

Israel Englander reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 51,229 Nuveen California Quality Municipal Income Fund shares in Q4 2024, an estimated $609K.
Israel Englander first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2017 and held it in 8 quarters.
Israel Englander's Nuveen California Quality Municipal Income Fund position peaked at $1.17M in Q4 2017.
124 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.