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

Wellspring 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
2024
Q3 		– Sell
-26,600
Closed -$307K – 175
2024
Q2 		$307K Hold
26,600
– – 0.04% 104
2024
Q1 		$293K Hold
26,600
– – 0.05% 99
2023
Q4 		$295K Hold
26,600
– – 0.07% 97
2023
Q3 		$257K Hold
26,600
– – 0.08% 94
2023
Q2 		$290K Hold
26,600
– – 0.08% 81
2023
Q1 		$293K Buy
+26,600
New +$296K 0.09% 86

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RCM
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Morgan Stanley
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MSL
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Wellspring Financial Advisors's NAC Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2024, closing a stake of 26,600 shares — an estimated $307K sold.

Wellspring Financial Advisors first reported a position in NAC in Q1 2023 and held it in 6 quarters. The position peaked at $307K in Q2 2024. 120 funds tracked by Wall St. Rank hold NAC as of Q3 2024.

  • Wellspring Financial Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 26,600 Nuveen California Quality Municipal Income Fund shares in Q3 2024, an estimated $307K.
  • Wellspring Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2023 and held it in 6 quarters.
  • Wellspring Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $307K in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.