SteelPeak Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

SteelPeak Wealth’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
2022 Q2	–	Sell	-45,589	Closed	-$598K	–	453
2022 Q1	$598K	Hold	45,589	–	–	0.03%	257
2021 Q4	$713K	Hold	45,589	–	–	0.04%	209
2021 Q3	$715K	Hold	45,589	–	–	0.05%	203
2021 Q2	$723K	Hold	45,589	–	–	0.05%	218
2021 Q1	$677K	Buy	45,589 +4,156	+10%	+$61.8K	0.05%	196
2020 Q4	$628K	Hold	41,433	–	–	0.06%	190
2020 Q3	$603K	Hold	41,433	–	–	0.06%	164
2020 Q2	$591K	Buy	+41,433	New	+$577K	0.07%	154

Other funds holding NAC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SteelPeak Wealth's NAC Position: Q2 2022 in Review

SteelPeak Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2022, closing a stake of 45,589 shares — an estimated $598K sold.

SteelPeak Wealth first reported a position in NAC in Q2 2020 and held it in 8 quarters. The position peaked at $723K in Q2 2021. 107 funds tracked by Wall St. Rank hold NAC as of Q2 2022.

SteelPeak Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 45,589 Nuveen California Quality Municipal Income Fund shares in Q2 2022, an estimated $598K.
SteelPeak Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2020 and held it in 8 quarters.
SteelPeak Wealth's Nuveen California Quality Municipal Income Fund position peaked at $723K in Q2 2021.
107 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.