SW
NAC icon

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

SVB 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
Q1 		– Sell
-16,089
Closed -$252K – 826
2021
Q4 		$252K Hold
16,089
– – ﹤0.01% 627
2021
Q3 		$252K Buy
+16,089
New +$256K ﹤0.01% 841

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SVB Wealth's NAC Position: Q1 2022 in Review

SVB Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2022, closing a stake of 16,089 shares — an estimated $252K sold.

SVB Wealth first reported a position in NAC in Q3 2021 and held it in 2 quarters. The position peaked at $252K in Q4 2021. 118 funds tracked by Wall St. Rank hold NAC as of Q1 2022.

  • SVB Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • SVB Wealth sold 16,089 Nuveen California Quality Municipal Income Fund shares in Q1 2022, an estimated $252K.
  • SVB Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2021 and held it in 2 quarters.
  • SVB Wealth's Nuveen California Quality Municipal Income Fund position peaked at $252K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.