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Nalls Sherbakoff Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Nalls Sherbakoff Group’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
2023
Q4 		– Sell
-203
Closed -$1.96K – 475
2023
Q3 		$1.96K Hold
203
– – ﹤0.01% 351
2023
Q2 		$2.15K Hold
203
– – ﹤0.01% 353
2023
Q1 		$2.22K Buy
+203
New +$2.26K ﹤0.01% 366
2018
Q4 		$3K Buy
+203
New +$2.54K ﹤0.01% 331

Other funds holding NAC

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Nalls Sherbakoff Group's NAC Position: Q4 2023 in Review

Nalls Sherbakoff Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2023, closing a stake of 203 shares — an estimated $1.96K sold.

Nalls Sherbakoff Group first reported a position in NAC in Q4 2018 and held it in 4 quarters. The position peaked at $3K in Q4 2018. 122 funds tracked by Wall St. Rank hold NAC as of Q4 2023.

  • Nalls Sherbakoff Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 203 Nuveen California Quality Municipal Income Fund shares in Q4 2023, an estimated $1.96K.
  • Nalls Sherbakoff Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2018 and held it in 4 quarters.
  • Nalls Sherbakoff Group's Nuveen California Quality Municipal Income Fund position peaked at $3K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.