Wealthcare Advisory Partners’s Nuveen California Municipal Value Fund NCA Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-8,503	Closed	-$87K	–	1367
2021 Q1	$87K	Buy	+8,503	New	+$89.1K	0.01%	711
2020 Q2	–	Sell	-16,503	Closed	-$165K	–	989
2020 Q1	$165K	Hold	16,503	–	–	0.02%	294
2019 Q4	$176K	Hold	16,503	–	–	0.02%	317
2019 Q3	$175K	Hold	16,503	–	–	0.03%	295
2019 Q2	$166K	Buy	+16,503	New	+$163K	0.03%	296

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

Wealthcare Advisory Partners's NCA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2021, closing a stake of 8,503 shares — an estimated $87K sold.

Wealthcare Advisory Partners first reported a position in NCA in Q2 2019 and held it in 5 quarters. The position peaked at $176K in Q4 2019. 54 funds tracked by Wall St. Rank hold NCA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Nuveen California Municipal Value Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,503 Nuveen California Municipal Value Fund shares in Q2 2021, an estimated $87K.
Wealthcare Advisory Partners first reported a position in Nuveen California Municipal Value Fund in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Nuveen California Municipal Value Fund position peaked at $176K in Q4 2019.
54 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.