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Litman Gregory Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Litman Gregory 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
Q3 		– Sell
-74,200
Closed -$915K – 86
2022
Q2 		$915K Sell
74,200
-1,300
-2% -$15.8K 0.13% 51
2022
Q1 		$991K Buy
+75,500
New +$1.06M 0.15% 47

Other funds holding NAC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Litman Gregory Wealth Management's NAC Position: Q3 2022 in Review

Litman Gregory Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2022, closing a stake of 74,200 shares — an estimated $915K sold.

Litman Gregory Wealth Management first reported a position in NAC in Q1 2022 and held it in 2 quarters. The position peaked at $991K in Q1 2022. 104 funds tracked by Wall St. Rank hold NAC as of Q3 2022.

  • Litman Gregory Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 74,200 Nuveen California Quality Municipal Income Fund shares in Q3 2022, an estimated $915K.
  • Litman Gregory Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2022 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $991K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2022.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.