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LM Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

LM Advisors’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,114
Closed -$153K – 545
2023
Q4 		$153K Buy
+17,114
New +$143K 0.03% 215

Other funds holding NCA

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LM Advisors's NCA Position: Q1 2024 in Review

LM Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2024, closing a stake of 17,114 shares — an estimated $153K sold.

LM Advisors first reported a position in NCA in Q4 2023 and held it in 1 quarter. The position peaked at $153K in Q4 2023. 62 funds tracked by Wall St. Rank hold NCA as of Q1 2024.

  • LM Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 17,114 Nuveen California Municipal Value Fund shares in Q1 2024, an estimated $153K.
  • LM Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Nuveen California Municipal Value Fund position peaked at $153K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.