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Moneta Group Investment Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Moneta Group Investment Advisors’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
2017
Q1 		– Sell
-19,000
Closed -$269K – 168
2016
Q4 		$269K Buy
+19,000
New +$279K 0.06% 136

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Moneta Group Investment Advisors's NAC Position: Q1 2017 in Review

Moneta Group Investment Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2017, closing a stake of 19,000 shares — an estimated $269K sold.

Moneta Group Investment Advisors first reported a position in NAC in Q4 2016 and held it in 1 quarter. The position peaked at $269K in Q4 2016. 70 funds tracked by Wall St. Rank hold NAC as of Q1 2017.

  • Moneta Group Investment Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 19,000 Nuveen California Quality Municipal Income Fund shares in Q1 2017, an estimated $269K.
  • Moneta Group Investment Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2016 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Nuveen California Quality Municipal Income Fund position peaked at $269K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.