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Planned Solutions’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-2,032
Closed -$31K – 283
2020
Q4 		$31K Hold
2,032
– – 0.02% 248
2020
Q3 		$30K Buy
+2,032
New +$29.8K 0.03% 194

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Wells Fargo
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WT
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PWSG
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Rockefeller Capital Management
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DADC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Planned Solutions's NAC Position: Q1 2021 in Review

Planned Solutions sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2021, closing a stake of 2,032 shares — an estimated $31K sold.

Planned Solutions first reported a position in NAC in Q3 2020 and held it in 2 quarters. The position peaked at $31K in Q4 2020. 114 funds tracked by Wall St. Rank hold NAC as of Q1 2021.

  • Planned Solutions reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 2,032 Nuveen California Quality Municipal Income Fund shares in Q1 2021, an estimated $31K.
  • Planned Solutions first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Nuveen California Quality Municipal Income Fund position peaked at $31K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.