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

Whitebox 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
2025
Q1 		– Sell
-72,679
Closed -$821K – 321
2024
Q4 		$821K Sell
72,679
-719,024
-91% -$8.31M 0.02% 161
2024
Q3 		$9.41M Sell
791,703
-328,669
-29% -$3.85M 0.26% 75
2024
Q2 		$12.9M Buy
1,120,372
+747,810
+201% +$8.26M 0.37% 69
2024
Q1 		$4.11M Buy
+372,562
New +$4.1M 0.1% 92

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Whitebox Advisors's NAC Position: Q1 2025 in Review

Whitebox Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2025, closing a stake of 72,679 shares — an estimated $821K sold.

Whitebox Advisors first reported a position in NAC in Q1 2024 and held it in 4 quarters. The position peaked at $12.9M in Q2 2024. 118 funds tracked by Wall St. Rank hold NAC as of Q1 2025.

  • Whitebox Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Whitebox Advisors sold 72,679 Nuveen California Quality Municipal Income Fund shares in Q1 2025, an estimated $821K.
  • Whitebox Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and held it in 4 quarters.
  • Whitebox Advisors's Nuveen California Quality Municipal Income Fund position peaked at $12.9M in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2025.

Based on Whitebox Advisors's 13F filing for Q1 2025, filed 15 May 2025.