WA
NAC icon

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

WFG 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
2015
Q1 		– Sell
-13
Closed – – 1959
2014
Q4 		$0 Sell
13
-2,331
-99% -$34.3K ﹤0.01% 2189
2014
Q3 		$33K Buy
2,344
+14
+0.6% +$197 0.01% 1070
2014
Q2 		$33K Buy
+2,330
New +$32.8K 0.01% 1067

Other funds holding NAC

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's NAC Position: Q1 2015 in Review

WFG Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2015, closing a stake of 13 shares.

WFG Advisors first reported a position in NAC in Q2 2014 and held it in 3 quarters. The position peaked at $33K in Q3 2014. 54 funds tracked by Wall St. Rank hold NAC as of Q1 2015.

  • WFG Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 13 Nuveen California Quality Municipal Income Fund shares in Q1 2015.
  • WFG Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2014 and held it in 3 quarters.
  • WFG Advisors's Nuveen California Quality Municipal Income Fund position peaked at $33K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.