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Sargent Bickham Lagudis’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Sargent Bickham Lagudis’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
2022
Q2 		– Sell
-1,900
Closed -$25K – 1103
2022
Q1 		$25K Hold
1,900
– – ﹤0.01% 569
2021
Q4 		$30K Hold
1,900
– – ﹤0.01% 546
2021
Q3 		$30K Buy
+1,900
New +$30.2K ﹤0.01% 544

Other funds holding NAC

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 $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sargent Bickham Lagudis's NAC Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2022, closing a stake of 1,900 shares — an estimated $25K sold.

Sargent Bickham Lagudis first reported a position in NAC in Q3 2021 and held it in 3 quarters. The position peaked at $30K in Q4 2021. 107 funds tracked by Wall St. Rank hold NAC as of Q2 2022.

  • Sargent Bickham Lagudis reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,900 Nuveen California Quality Municipal Income Fund shares in Q2 2022, an estimated $25K.
  • Sargent Bickham Lagudis first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2021 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Nuveen California Quality Municipal Income Fund position peaked at $30K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.