KPW
NAC icon

Kore Private Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-3,405
Closed -$48K – 792
2020
Q2 		$48K Hold
3,405
– – 0.01% 464
2020
Q1 		$47K Hold
3,405
– – 0.01% 428
2019
Q4 		$51K Buy
+3,405
New +$50.6K 0.01% 478

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kore Private Wealth's NAC Position: Q3 2020 in Review

Kore Private Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2020, closing a stake of 3,405 shares — an estimated $48K sold.

Kore Private Wealth first reported a position in NAC in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q4 2019. 108 funds tracked by Wall St. Rank hold NAC as of Q3 2020.

  • Kore Private Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 3,405 Nuveen California Quality Municipal Income Fund shares in Q3 2020, an estimated $48K.
  • Kore Private Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Nuveen California Quality Municipal Income Fund position peaked at $51K in Q4 2019.
  • 108 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.