Quad-Cities Investment Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-1,531	Closed	-$23K	–	505
2019 Q3	$23K	Hold	1,531	–	–	0.02%	463
2019 Q2	$22K	Hold	1,531	–	–	0.02%	480
2019 Q1	$21K	Hold	1,531	–	–	0.02%	480
2018 Q4	$20K	Hold	1,531	–	–	0.02%	486
2018 Q3	$20K	Hold	1,531	–	–	0.02%	517
2018 Q2	$20K	Buy	+1,531	New	+$20.5K	0.02%	525

Other funds holding NAC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Quad-Cities Investment Group's NAC Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q4 2019, closing a stake of 1,531 shares — an estimated $23K sold.

Quad-Cities Investment Group first reported a position in NAC in Q2 2018 and held it in 6 quarters. The position peaked at $23K in Q3 2019. 104 funds tracked by Wall St. Rank hold NAC as of Q4 2019.

Quad-Cities Investment Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 1,531 Nuveen California Quality Municipal Income Fund shares in Q4 2019, an estimated $23K.
Quad-Cities Investment Group first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Nuveen California Quality Municipal Income Fund position peaked at $23K in Q3 2019.
104 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.