JP Morgan Private Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

JP Morgan Private Wealth 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
2018 Q4	–	Sell	-238,753	Closed	-$3.09M	–	1544
2018 Q3	$3.09M	Buy	238,753 +49,027	+26%	+$655K	0.02%	535
2018 Q2	$2.54M	Buy	189,726 +37,937	+25%	+$507K	0.01%	551
2018 Q1	$2.03M	Buy	+151,789	New	+$2.08M	0.01%	480
2017 Q2	–	Sell	-17,707	Closed	-$255K	–	1316
2017 Q1	$255K	Hold	17,707	–	–	﹤0.01%	1148
2016 Q4	$250K	Sell	17,707 -5,960	-25%	-$87.4K	﹤0.01%	1079
2016 Q3	$389K	Hold	23,667	–	–	﹤0.01%	881
2016 Q2	$401K	Buy	23,667 +2,084	+10%	+$34.1K	﹤0.01%	861
2016 Q1	$347K	Hold	21,583	–	–	﹤0.01%	890
2015 Q4	$334K	Hold	21,583	–	–	﹤0.01%	822
2015 Q3	$323K	Buy	+21,583	New	+$315K	﹤0.01%	770
2015 Q2	–	Sell	-11,733	Closed	-$179K	–	1111
2015 Q1	$179K	Hold	11,733	–	–	﹤0.01%	1055
2014 Q4	$177K	Hold	11,733	–	–	﹤0.01%	1013
2014 Q3	$167K	Buy	+11,733	New	+$165K	﹤0.01%	999

Other funds holding NAC

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

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

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

KIM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NAC Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2018, closing a stake of 238,753 shares — an estimated $3.09M sold.

JP Morgan Private Wealth Advisors first reported a position in NAC in Q3 2014 and held it in 13 quarters. The position peaked at $3.09M in Q3 2018. 90 funds tracked by Wall St. Rank hold NAC as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 238,753 Nuveen California Quality Municipal Income Fund shares in Q4 2018, an estimated $3.09M.
JP Morgan Private Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2014 and held it in 13 quarters.
JP Morgan Private Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $3.09M in Q3 2018.
90 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.