LWS
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Lucia Wealth Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Lucia Wealth 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
2020
Q3 		– Sell
-205
Closed -$3K – 182
2020
Q2 		$3K Hold
205
– – ﹤0.01% 176
2020
Q1 		$3K Hold
205
– – ﹤0.01% 189
2019
Q4 		$3K Buy
+205
New +$3.05K ﹤0.01% 182

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GC
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RCM
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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

Lucia Wealth Services's NAC Position: Q3 2020 in Review

Lucia Wealth Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2020, closing a stake of 205 shares — an estimated $3K sold.

Lucia Wealth Services first reported a position in NAC in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 108 funds tracked by Wall St. Rank hold NAC as of Q3 2020.

  • Lucia Wealth Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 205 Nuveen California Quality Municipal Income Fund shares in Q3 2020, an estimated $3K.
  • Lucia Wealth Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 3 quarters.
  • Lucia Wealth Services's Nuveen California Quality Municipal Income Fund position peaked at $3K in Q2 2020.
  • 108 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.