NL
NAC icon

NWAM LLC’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

NWAM LLC’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
2025
Q4 		– Sell
-44,524
Closed -$512K – 663
2025
Q3 		$512K Hold
44,524
– – 0.03% 412
2025
Q2 		$497K Buy
44,524
+1,385
+3% +$15.1K 0.03% 397
2025
Q1 		$485K Sell
43,139
-1,385
-3% -$15.7K 0.04% 319
2024
Q4 		$503K Hold
44,524
– – 0.03% 378
2024
Q3 		$529K Buy
+44,524
New +$522K 0.03% 372
2024
Q1 		– Sell
-15,630
Closed -$173K – 593
2023
Q4 		$173K Buy
+15,630
New +$159K 0.01% 535
2022
Q1 		– Sell
-19,342
Closed -$303K – 555
2021
Q4 		$303K Sell
19,342
-19,342
-50% -$299K 0.02% 417
2021
Q3 		$607K Buy
+38,684
New +$616K 0.06% 278
2021
Q2 		– Sell
-11,093
Closed -$165K – 504
2021
Q1 		$165K Hold
11,093
– – 0.02% 469
2020
Q4 		$168K Hold
11,093
– – 0.02% 434
2020
Q3 		$162K Hold
11,093
– – 0.03% 222
2020
Q2 		$158K Hold
11,093
– – 0.02% 395
2020
Q1 		$152K Sell
11,093
-919
-8% -$13.5K 4.1% 9
2019
Q4 		$179K Hold
12,012
– – 0.03% 389
2019
Q3 		$180K Hold
12,012
– – 0.03% 368
2019
Q2 		$174K Hold
12,012
– – 0.03% 358
2019
Q1 		$166K Buy
+12,012
New +$160K 0.04% 337
2018
Q4 		– Sell
-11,901
Closed -$154K – 342
2018
Q3 		$154K Buy
+11,901
New +$159K 0.03% 328
2018
Q1 		– Sell
-11,158
Closed -$160K – 353
2017
Q4 		$160K Sell
11,158
-2,716
-20% -$39.7K 0.04% 304
2017
Q3 		$207K Hold
13,874
– – 0.05% 294
2017
Q2 		$209K Buy
+13,874
New +$205K 0.04% 287

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NWAM LLC's NAC Position: Q4 2025 in Review

NWAM LLC sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2025, closing a stake of 44,524 shares — an estimated $512K sold.

NWAM LLC first reported a position in NAC in Q2 2017 and held it in 21 quarters. The position peaked at $607K in Q3 2021. 125 funds tracked by Wall St. Rank hold NAC as of Q4 2025.

  • NWAM LLC reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 44,524 Nuveen California Quality Municipal Income Fund shares in Q4 2025, an estimated $512K.
  • NWAM LLC first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2017 and held it in 21 quarters.
  • NWAM LLC's Nuveen California Quality Municipal Income Fund position peaked at $607K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.