Level Four Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Level Four Advisory Services’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
2017 Q1	–	Sell	-11,392	Closed	-$161K	–	506
2016 Q4	$161K	Buy	+11,392	New	+$167K	0.02%	449

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AAM

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LCM

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWSG

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Four Advisory Services's NAC Position: Q1 2017 in Review

Level Four Advisory Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2017, closing a stake of 11,392 shares — an estimated $161K sold.

Level Four Advisory Services first reported a position in NAC in Q4 2016 and held it in 1 quarter. The position peaked at $161K in Q4 2016. 70 funds tracked by Wall St. Rank hold NAC as of Q1 2017.

Level Four Advisory Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
Level Four Advisory Services sold 11,392 Nuveen California Quality Municipal Income Fund shares in Q1 2017, an estimated $161K.
Level Four Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2016 and held it in 1 quarter.
Level Four Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $161K in Q4 2016.
70 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2017.

Based on Level Four Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.