MOS
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MGO One Seven’s Nuveen California Municipal Value Fund NCA Stock Holding History

MGO One Seven’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
Q4 		– Sell
-18,136
Closed -$165K – 1112
2024
Q3 		$165K Hold
18,136
– – 0.01% 952
2024
Q2 		$157K Hold
18,136
– – 0.01% 925
2024
Q1 		$163K Hold
18,136
– – 0.01% 862
2023
Q4 		$162K Buy
+18,136
New +$152K 0.01% 851

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

MGO One Seven's NCA Position: Q4 2024 in Review

MGO One Seven sold out of Nuveen California Municipal Value Fund (NCA) in Q4 2024, closing a stake of 18,136 shares — an estimated $165K sold.

MGO One Seven first reported a position in NCA in Q4 2023 and held it in 4 quarters. The position peaked at $165K in Q3 2024. 61 funds tracked by Wall St. Rank hold NCA as of Q4 2024.

  • MGO One Seven reported no remaining Nuveen California Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • MGO One Seven sold 18,136 Nuveen California Municipal Value Fund shares in Q4 2024, an estimated $165K.
  • MGO One Seven first reported a position in Nuveen California Municipal Value Fund in Q4 2023 and held it in 4 quarters.
  • MGO One Seven's Nuveen California Municipal Value Fund position peaked at $165K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q4 2024.

Based on MGO One Seven's 13F filing for Q4 2024, filed 14 Feb 2025.