Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Northwestern Mutual Wealth 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
2024
Q3 		– Sell
-7,115
Closed -$82K – 3762
2024
Q2 		$82K Buy
+7,115
New +$78.6K ﹤0.01% 1908
2024
Q1 		– Sell
-616
Closed -$6.83K – 3724
2023
Q4 		$6.83K Sell
616
-2,064
-77% -$21K ﹤0.01% 2769
2023
Q3 		$25.9K Buy
2,680
+1,061
+66% +$11.1K ﹤0.01% 2222
2023
Q2 		$17.7K Buy
1,619
+216
+15% +$2.33K ﹤0.01% 2372
2023
Q1 		$15.4K Sell
1,403
-522
-27% -$5.8K ﹤0.01% 2350
2022
Q4 		$21.3K Sell
1,925
-5,702
-75% -$61.8K ﹤0.01% 2228
2022
Q3 		$84K Buy
7,627
+1,456
+24% +$17.7K ﹤0.01% 1703
2022
Q2 		$76K Sell
6,171
-11,147
-64% -$136K ﹤0.01% 1756
2022
Q1 		$227K Sell
17,318
-5,621
-25% -$78.8K ﹤0.01% 1371
2021
Q4 		$359K Sell
22,939
-554
-2% -$8.55K ﹤0.01% 1207
2021
Q3 		$369K Buy
23,493
+10,622
+83% +$169K ﹤0.01% 1111
2021
Q2 		$204K Sell
12,871
-287
-2% -$4.41K ﹤0.01% 1310
2021
Q1 		$195K Sell
13,158
-4,067
-24% -$60.5K ﹤0.01% 1250
2020
Q4 		$261K Sell
17,225
-1,609
-9% -$23.9K ﹤0.01% 1047
2020
Q3 		$274K Buy
18,834
+1,122
+6% +$16.5K ﹤0.01% 929
2020
Q2 		$253K Sell
17,712
-1,626
-8% -$22.6K ﹤0.01% 891
2020
Q1 		$265K Buy
19,338
+6,020
+45% +$88.6K ﹤0.01% 804
2019
Q4 		$198K Buy
13,318
+185
+1% +$2.75K ﹤0.01% 959
2019
Q3 		$197K Buy
13,133
+3,374
+35% +$50.2K ﹤0.01% 903
2019
Q2 		$141K Buy
9,759
+5,069
+108% +$71.3K ﹤0.01% 994
2019
Q1 		$65K Buy
4,690
+3,870
+472% +$51.5K ﹤0.01% 1239
2018
Q4 		$10K Sell
820
-6,807
-89% -$85.3K ﹤0.01% 1837
2018
Q3 		$99K Sell
7,627
-3,923
-34% -$52.4K ﹤0.01% 1042
2018
Q2 		$154K Sell
11,550
-500
-4% -$6.68K ﹤0.01% 847
2018
Q1 		$161K Hold
12,050
– – ﹤0.01% 801
2017
Q4 		$172K Buy
12,050
+671
+6% +$9.81K ﹤0.01% 766
2017
Q3 		$170K Hold
11,379
– – ﹤0.01% 734
2017
Q2 		$171K Buy
11,379
+820
+8% +$12.1K ﹤0.01% 721
2017
Q1 		$152K Sell
10,559
-1,114
-10% -$16K ﹤0.01% 714
2016
Q4 		$165K Buy
+11,673
New +$171K ﹤0.01% 689
2016
Q3 		– Sell
-14,720
Closed -$250K – 1036
2016
Q2 		$250K Hold
14,720
– – ﹤0.01% 539
2016
Q1 		$237K Buy
14,720
+2,271
+18% +$35.9K ﹤0.01% 531
2015
Q4 		$193K Hold
12,449
– – ﹤0.01% 522
2015
Q3 		$186K Buy
12,449
+4,536
+57% +$66.2K ﹤0.01% 493
2015
Q2 		$114K Buy
+7,913
New +$119K ﹤0.01% 522

Other funds holding NAC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's NAC Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2024, closing a stake of 7,115 shares — an estimated $82K sold.

Northwestern Mutual Wealth Management first reported a position in NAC in Q2 2015 and held it in 35 quarters. The position peaked at $369K in Q3 2021. 120 funds tracked by Wall St. Rank hold NAC as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 7,115 Nuveen California Quality Municipal Income Fund shares in Q3 2024, an estimated $82K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2015 and held it in 35 quarters.
  • Northwestern Mutual Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $369K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.