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Readystate Asset Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Readystate Asset Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-56,459
Closed -$477K – 697
2024
Q4 		$477K Buy
+56,459
New +$499K 0.01% 494

Other funds holding NCA

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Readystate Asset Management's NCA Position: Q1 2025 in Review

Readystate Asset Management sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2025, closing a stake of 56,459 shares — an estimated $477K sold.

Readystate Asset Management first reported a position in NCA in Q4 2024 and held it in 1 quarter. The position peaked at $477K in Q4 2024. 54 funds tracked by Wall St. Rank hold NCA as of Q1 2025.

  • Readystate Asset Management reported no remaining Nuveen California Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Readystate Asset Management sold 56,459 Nuveen California Municipal Value Fund shares in Q1 2025, an estimated $477K.
  • Readystate Asset Management first reported a position in Nuveen California Municipal Value Fund in Q4 2024 and held it in 1 quarter.
  • Readystate Asset Management's Nuveen California Municipal Value Fund position peaked at $477K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2025.

Based on Readystate Asset Management's 13F filing for Q1 2025, filed 6 May 2025.