Laird Norton Wetherby Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Laird Norton Wetherby 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 Q2	–	Sell	-38,652	Closed	-$507K	–	960
2022 Q1	$507K	Buy	38,652 +4,966	+15%	+$69.6K	0.03%	516
2021 Q4	$527K	Buy	33,686 +2,323	+7%	+$35.9K	0.03%	505
2021 Q3	$492K	Sell	31,363 -2,372	-7%	-$37.8K	0.03%	519
2021 Q2	$535K	Hold	33,735	–	–	0.03%	486
2021 Q1	$502K	Sell	33,735 -3,168	-9%	-$47.1K	0.04%	431
2020 Q4	$559K	Sell	36,903 -1,523	-4%	-$22.6K	0.04%	434
2020 Q3	$560K	Buy	38,426 +319	+0.8%	+$4.68K	0.05%	352
2020 Q2	$544K	Sell	38,107 -38	-0.1%	-$529	0.05%	338
2020 Q1	$522K	Buy	38,145 +9,145	+32%	+$135K	0.06%	309
2019 Q4	$432K	Hold	29,000	–	–	0.04%	440
2019 Q3	$435K	Hold	29,000	–	–	0.05%	441
2019 Q2	$420K	Buy	+29,000	New	+$408K	0.05%	440

Other funds holding NAC

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

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NAC Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2022, closing a stake of 38,652 shares — an estimated $507K sold.

Laird Norton Wetherby Wealth Management first reported a position in NAC in Q2 2019 and held it in 12 quarters. The position peaked at $560K in Q3 2020. 107 funds tracked by Wall St. Rank hold NAC as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 38,652 Nuveen California Quality Municipal Income Fund shares in Q2 2022, an estimated $507K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2019 and held it in 12 quarters.
Laird Norton Wetherby Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $560K in Q3 2020.
107 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.