TRUE Private Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-768	Closed	-$8K	–	526
2020 Q4	$8K	Hold	768	–	–	﹤0.01%	565
2020 Q3	$8K	Buy	+768	New	+$8.14K	﹤0.01%	523
2018 Q4	–	Sell	-768	Closed	-$7.21K	–	674
2018 Q3	$7.21K	Buy	+768	New	+$7.33K	﹤0.01%	818

Other funds holding NCA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

TRUE Private Wealth Advisors's NCA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q1 2021, closing a stake of 768 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in NCA in Q3 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 60 funds tracked by Wall St. Rank hold NCA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 768 Nuveen California Municipal Value Fund shares in Q1 2021, an estimated $8K.
TRUE Private Wealth Advisors first reported a position in Nuveen California Municipal Value Fund in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Nuveen California Municipal Value Fund position peaked at $8K in Q4 2020.
60 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.