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

WealthPLAN 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
2023
Q3 		– Sell
-5,000
Closed -$54.6K – 833
2023
Q2 		$54.6K Sell
5,000
-6,100
-55% -$65.8K 0.01% 489
2023
Q1 		$122K Hold
11,100
– – 0.01% 383
2022
Q4 		$125K Buy
+11,100
New +$120K 0.01% 383
2015
Q4 		$60 Buy
+3,820
New +$57.8K ﹤0.01% 1652

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RCM
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KIM
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

WealthPLAN Partners's NAC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2023, closing a stake of 5,000 shares — an estimated $54.6K sold.

WealthPLAN Partners first reported a position in NAC in Q4 2015 and held it in 4 quarters. The position peaked at $125K in Q4 2022. 120 funds tracked by Wall St. Rank hold NAC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5,000 Nuveen California Quality Municipal Income Fund shares in Q3 2023, an estimated $54.6K.
  • WealthPLAN Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Nuveen California Quality Municipal Income Fund position peaked at $125K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.