MA
NUC

MUFG Americas’s NUVEEN CALIF QUAL INCM MUNI FD NUC Stock Holding History

MUFG Americas’s Portfolio NUC Stock Details NUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,500
Closed -$36K – 1267
2013
Q3 		$36K Sell
2,500
-600
-19% -$8.56K ﹤0.01% 769
2013
Q2 		$48K Buy
+3,100
New +$50.7K ﹤0.01% 1164

Other funds holding NUC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

MUFG Americas's NUC Position: Q4 2013 in Review

MUFG Americas sold out of NUVEEN CALIF QUAL INCM MUNI FD (NUC) in Q4 2013, closing a stake of 2,500 shares — an estimated $36K sold.

MUFG Americas first reported a position in NUC in Q2 2013 and held it in 2 quarters. The position peaked at $48K in Q2 2013. 21 funds tracked by Wall St. Rank hold NUC as of Q4 2013.

  • MUFG Americas reported no remaining NUVEEN CALIF QUAL INCM MUNI FD position as of Q4 2013 after selling out during the quarter.
  • MUFG Americas sold 2,500 NUVEEN CALIF QUAL INCM MUNI FD shares in Q4 2013, an estimated $36K.
  • MUFG Americas first reported a position in NUVEEN CALIF QUAL INCM MUNI FD in Q2 2013 and held it in 2 quarters.
  • MUFG Americas's NUVEEN CALIF QUAL INCM MUNI FD position peaked at $48K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held NUVEEN CALIF QUAL INCM MUNI FD as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.