United Capital Financial Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

United Capital Financial Advisors’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
2021 Q3	–	Sell	-15,075	Closed	-$239K	–	1229
2021 Q2	$239K	Sell	15,075 -3,500	-19%	-$53.8K	﹤0.01%	1093
2021 Q1	$276K	Hold	18,575	–	–	﹤0.01%	1009
2020 Q4	$282K	Hold	18,575	–	–	﹤0.01%	1019
2020 Q3	$270K	Sell	18,575 -14,450	-44%	-$212K	﹤0.01%	985
2020 Q2	$471K	Sell	33,025 -789	-2%	-$11K	﹤0.01%	888
2020 Q1	$463K	Buy	33,814 +14,450	+75%	+$213K	﹤0.01%	848
2019 Q4	$288K	Sell	19,364 -107	-0.5%	-$1.59K	﹤0.01%	1150
2019 Q3	$292K	Buy	+19,471	New	+$290K	﹤0.01%	1082

Other funds holding NAC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's NAC Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2021, closing a stake of 15,075 shares — an estimated $239K sold.

United Capital Financial Advisors first reported a position in NAC in Q3 2019 and held it in 8 quarters. The position peaked at $471K in Q2 2020. 111 funds tracked by Wall St. Rank hold NAC as of Q3 2021.

United Capital Financial Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 15,075 Nuveen California Quality Municipal Income Fund shares in Q3 2021, an estimated $239K.
United Capital Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2019 and held it in 8 quarters.
United Capital Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $471K in Q2 2020.
111 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.