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Mine & Arao Wealth Creation & Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Mine & Arao Wealth Creation & 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
Q4 		– Sell
-2,033
Closed -$22K – 337
2022
Q3 		$22K Buy
2,033
+25
+1% +$304 0.02% 176
2022
Q2 		$25K Buy
2,008
+8
+0.4% +$97 0.02% 180
2022
Q1 		$26K Hold
2,000
– – 0.02% 183
2021
Q4 		$31K Hold
2,000
– – 0.02% 181
2021
Q3 		$31K Hold
2,000
– – 0.02% 179
2021
Q2 		$32K Hold
2,000
– – 0.02% 168
2021
Q1 		$30K Hold
2,000
– – 0.02% 164
2020
Q4 		$30K Hold
2,000
– – 0.02% 153
2020
Q3 		$29K Hold
2,000
– – 0.02% 148
2020
Q2 		$29K Hold
2,000
– – 0.03% 137
2020
Q1 		$27K Hold
2,000
– – 0.03% 138
2019
Q4 		$30K Buy
+2,000
New +$29.7K 0.03% 144

Other funds holding NAC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's NAC Position: Q4 2022 in Review

Mine & Arao Wealth Creation & Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2022, closing a stake of 2,033 shares — an estimated $22K sold.

Mine & Arao Wealth Creation & Management first reported a position in NAC in Q4 2019 and held it in 12 quarters. The position peaked at $32K in Q2 2021. 117 funds tracked by Wall St. Rank hold NAC as of Q4 2022.

  • Mine & Arao Wealth Creation & Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2022 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 2,033 Nuveen California Quality Municipal Income Fund shares in Q4 2022, an estimated $22K.
  • Mine & Arao Wealth Creation & Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 12 quarters.
  • Mine & Arao Wealth Creation & Management's Nuveen California Quality Municipal Income Fund position peaked at $32K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2022, filed 6 Feb 2023.