Squarepoint
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Squarepoint’s Nuveen California Municipal Value Fund NCA Stock Holding History

Squarepoint’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
2017
Q1 		– Sell
-12,200
Closed -$127K – 1786
2016
Q4 		$127K Buy
+12,200
New +$127K 0.01% 1583

Other funds holding NCA

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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
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFEC
First Financial Equity Corporation Scottsdale, Arizona $584M AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Squarepoint's NCA Position: Q1 2017 in Review

Squarepoint sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2017, closing a stake of 12,200 shares — an estimated $127K sold.

Squarepoint first reported a position in NCA in Q4 2016 and held it in 1 quarter. The position peaked at $127K in Q4 2016. 37 funds tracked by Wall St. Rank hold NCA as of Q1 2017.

  • Squarepoint reported no remaining Nuveen California Municipal Value Fund position as of Q1 2017 after selling out during the quarter.
  • Squarepoint sold 12,200 Nuveen California Municipal Value Fund shares in Q1 2017, an estimated $127K.
  • Squarepoint first reported a position in Nuveen California Municipal Value Fund in Q4 2016 and held it in 1 quarter.
  • Squarepoint's Nuveen California Municipal Value Fund position peaked at $127K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2017.

Based on Squarepoint's 13F filing for Q1 2017, filed 15 May 2017.