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Israel Englander’s Nuveen California Municipal Value Fund NCA Stock Holding History

Israel Englander’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22,778
Closed -$231K – 7281
2021
Q4 		$231K Buy
+22,778
New +$233K ﹤0.01% 5783
2021
Q1 		– Sell
-20,379
Closed -$220K – 6318
2020
Q4 		$220K Buy
+20,379
New +$212K ﹤0.01% 4756

Other funds holding NCA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Israel Englander's NCA Position: Q1 2022 in Review

Israel Englander sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2022, closing a stake of 22,778 shares — an estimated $231K sold.

Israel Englander first reported a position in NCA in Q4 2020 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 57 funds tracked by Wall St. Rank hold NCA as of Q1 2022.

  • Israel Englander reported no remaining Nuveen California Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
  • Israel Englander sold 22,778 Nuveen California Municipal Value Fund shares in Q1 2022, an estimated $231K.
  • Israel Englander first reported a position in Nuveen California Municipal Value Fund in Q4 2020 and held it in 2 quarters.
  • Israel Englander's Nuveen California Municipal Value Fund position peaked at $231K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2022.

Based on Millennium Management's 13F filing for Q1 2022, filed 16 May 2022.