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

TFO Wealth Partners’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
2020
Q1 		– Sell
-1,046
Closed -$15K – 159
2019
Q4 		$15K Buy
+1,046
New +$15.5K 0.01% 116

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TFO Wealth Partners's NAC Position: Q1 2020 in Review

TFO Wealth Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2020, closing a stake of 1,046 shares — an estimated $15K sold.

TFO Wealth Partners first reported a position in NAC in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 109 funds tracked by Wall St. Rank hold NAC as of Q1 2020.

  • TFO Wealth Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 1,046 Nuveen California Quality Municipal Income Fund shares in Q1 2020, an estimated $15K.
  • TFO Wealth Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's Nuveen California Quality Municipal Income Fund position peaked at $15K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.