Stanford Investment Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-2,273	Closed	-$32K	–	180
2016 Q4	$32K	Hold	2,273	–	–	0.02%	184
2016 Q3	$37K	Hold	2,273	–	–	0.02%	181
2016 Q2	$39K	Hold	2,273	–	–	0.02%	166
2016 Q1	$37K	Hold	2,273	–	–	0.02%	170
2015 Q4	$35K	Hold	2,273	–	–	0.02%	162
2015 Q3	$34K	Hold	2,273	–	–	0.03%	157
2015 Q2	$33K	Hold	2,273	–	–	0.02%	173
2015 Q1	$35K	Hold	2,273	–	–	0.03%	165
2014 Q4	$34K	Buy	+2,273	New	+$33.4K	0.03%	170

Other funds holding NAC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanford Investment Group's NAC Position: Q1 2017 in Review

Stanford Investment Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2017, closing a stake of 2,273 shares — an estimated $32K sold.

Stanford Investment Group first reported a position in NAC in Q4 2014 and held it in 9 quarters. The position peaked at $39K in Q2 2016. 70 funds tracked by Wall St. Rank hold NAC as of Q1 2017.

Stanford Investment Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 2,273 Nuveen California Quality Municipal Income Fund shares in Q1 2017, an estimated $32K.
Stanford Investment Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Nuveen California Quality Municipal Income Fund position peaked at $39K in Q2 2016.
70 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.