Kiley Juergens Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Kiley Juergens 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
2022 Q1	–	Sell	-28,307	Closed	-$443K	–	65
2021 Q4	$443K	Hold	28,307	–	–	0.17%	65
2021 Q3	$444K	Hold	28,307	–	–	0.19%	60
2021 Q2	$448K	Hold	28,307	–	–	0.21%	60
2021 Q1	$420K	Buy	28,307 +9,753	+53%	+$145K	0.22%	57
2020 Q4	$281K	Hold	18,554	–	–	0.17%	51
2020 Q3	$270K	Hold	18,554	–	–	0.2%	44
2020 Q2	$264K	Hold	18,554	–	–	0.22%	45
2020 Q1	$254K	Hold	18,554	–	–	0.26%	41
2019 Q4	$276K	Hold	18,554	–	–	0.24%	41
2019 Q3	$278K	Hold	18,554	–	–	0.3%	38
2019 Q2	$268K	Hold	18,554	–	–	0.3%	39
2019 Q1	$255K	Hold	18,554	–	–	0.32%	36
2018 Q4	$236K	Hold	18,554	–	–	0.33%	38
2018 Q3	$240K	Hold	18,554	–	–	0.18%	86
2018 Q2	$247K	Hold	18,554	–	–	0.22%	70
2018 Q1	$248K	Hold	18,554	–	–	0.27%	68
2017 Q4	$265K	Buy	+18,554	New	+$271K	0.24%	66

Other funds holding NAC

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

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

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

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

PWSG

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

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

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Kiley Juergens Wealth Management's NAC Position: Q1 2022 in Review

Kiley Juergens Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2022, closing a stake of 28,307 shares — an estimated $443K sold.

Kiley Juergens Wealth Management first reported a position in NAC in Q4 2017 and held it in 17 quarters. The position peaked at $448K in Q2 2021. 118 funds tracked by Wall St. Rank hold NAC as of Q1 2022.

Kiley Juergens Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Kiley Juergens Wealth Management sold 28,307 Nuveen California Quality Municipal Income Fund shares in Q1 2022, an estimated $443K.
Kiley Juergens Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2017 and held it in 17 quarters.
Kiley Juergens Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $448K in Q2 2021.
118 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2022.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2022, filed 12 Apr 2022.