Wealthcare Advisory Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Wealthcare Advisory 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
2022 Q1	–	Sell	-12,134	Closed	-$190K	–	580
2021 Q4	$190K	Hold	12,134	–	–	0.01%	552
2021 Q3	$190K	Hold	12,134	–	–	0.01%	524
2021 Q2	$192K	Hold	12,134	–	–	0.01%	532
2021 Q1	$180K	Hold	12,134	–	–	0.01%	508
2020 Q4	$184K	Hold	12,134	–	–	0.02%	402
2020 Q3	$177K	Hold	12,134	–	–	0.02%	340
2020 Q2	$173K	Sell	12,134 -9,000	-43%	-$125K	0.02%	302
2020 Q1	$289K	Hold	21,134	–	–	0.04%	225
2019 Q4	$315K	Hold	21,134	–	–	0.04%	232
2019 Q3	$317K	Hold	21,134	–	–	0.05%	204
2019 Q2	$306K	Buy	+21,134	New	+$297K	0.05%	200

Other funds holding NAC

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

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

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

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

Wealthcare Advisory Partners's NAC Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2022, closing a stake of 12,134 shares — an estimated $190K sold.

Wealthcare Advisory Partners first reported a position in NAC in Q2 2019 and held it in 11 quarters. The position peaked at $317K in Q3 2019. 118 funds tracked by Wall St. Rank hold NAC as of Q1 2022.

Wealthcare Advisory Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,134 Nuveen California Quality Municipal Income Fund shares in Q1 2022, an estimated $190K.
Wealthcare Advisory Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2019 and held it in 11 quarters.
Wealthcare Advisory Partners's Nuveen California Quality Municipal Income Fund position peaked at $317K in Q3 2019.
118 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.