Squar Milner Financial Services’s Nuveen California Municipal Value Fund NCA Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-1,000	Closed	-$10K	–	519
2020 Q1	$10K	Hold	1,000	–	–	0.01%	543
2019 Q4	$10K	Buy	+1,000	New	+$10.5K	0.01%	583
2019 Q3	–	Sell	-1,000	Closed	-$10K	–	532
2019 Q2	$10K	Hold	1,000	–	–	0.01%	521
2019 Q1	$9K	Hold	1,000	–	–	0.01%	543
2018 Q4	$9K	Hold	1,000	–	–	0.01%	483
2018 Q3	$9K	Hold	1,000	–	–	0.01%	524
2018 Q2	$9K	Buy	+1,000	New	+$9.4K	0.01%	619

Other funds holding NCA

FFA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2020, closing a stake of 1,000 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in NCA in Q2 2018 and held it in 7 quarters. The position peaked at $10K in Q1 2020. 41 funds tracked by Wall St. Rank hold NCA as of Q2 2020.

Squar Milner Financial Services reported no remaining Nuveen California Municipal Value Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,000 Nuveen California Municipal Value Fund shares in Q2 2020, an estimated $10K.
Squar Milner Financial Services first reported a position in Nuveen California Municipal Value Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Nuveen California Municipal Value Fund position peaked at $10K in Q1 2020.
41 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2020.

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