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SeaCrest Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

SeaCrest Wealth 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
2022
Q3 		– Sell
-6,902
Closed -$60K – 1171
2022
Q2 		$60K Buy
+6,902
New +$61.2K 0.01% 1040

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GC
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RCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

SeaCrest Wealth Management's NCA Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q3 2022, closing a stake of 6,902 shares — an estimated $60K sold.

SeaCrest Wealth Management first reported a position in NCA in Q2 2022 and held it in 1 quarter. The position peaked at $60K in Q2 2022. 54 funds tracked by Wall St. Rank hold NCA as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,902 Nuveen California Municipal Value Fund shares in Q3 2022, an estimated $60K.
  • SeaCrest Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Nuveen California Municipal Value Fund position peaked at $60K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.