Squar Milner Financial Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-9,055	Closed	-$123K	–	518
2020 Q1	$123K	Hold	9,055	–	–	0.07%	228
2019 Q4	$134K	Buy	+9,055	New	+$135K	0.07%	269
2019 Q3	–	Sell	-9,055	Closed	-$131K	–	531
2019 Q2	$131K	Hold	9,055	–	–	0.09%	230
2019 Q1	$124K	Buy	+9,055	New	+$121K	0.09%	232

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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

Squar Milner Financial Services's NAC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2020, closing a stake of 9,055 shares — an estimated $123K sold.

Squar Milner Financial Services first reported a position in NAC in Q1 2019 and held it in 4 quarters. The position peaked at $134K in Q4 2019. 104 funds tracked by Wall St. Rank hold NAC as of Q2 2020.

Squar Milner Financial Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,055 Nuveen California Quality Municipal Income Fund shares in Q2 2020, an estimated $123K.
Squar Milner Financial Services first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's Nuveen California Quality Municipal Income Fund position peaked at $134K in Q4 2019.
104 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.