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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

57 hedge funds and large institutions have $78.9M invested in Nuveen California Quality Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 19 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+34
Holders Change %
+147.83%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
19
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
$22.6M
2
Invesco
Invesco
Georgia
$8.48M
3
U
UBS
Switzerland
$7.35M
4
Morgan Stanley
Morgan Stanley
New York
$5.12M
5
AAM
Advisors Asset Management
Colorado
$4.94M

Top Sellers

1
WAM
Weiss Asset Management
Massachusetts
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
ECM
ETrade Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$415K +$29.1K +2,082 +8%
HighTower Advisors
27
HighTower Advisors
Illinois
$391K +$391K +27,981 New
OC
28
Oppenheimer & Co
New York
$325K +$325K +23,271 New
WAM
29
Wolverine Asset Management
Illinois
$294K +$294K +21,095 New
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$291K +$291K +20,800 New
WTC
31
WhitTier Trust Company
Nevada
$251K +$251K +17,991 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$230K +$230K +16,458 New
FFA
33
First Foundation Advisors
California
$228K +$228K +16,338 New
CCM
34
Coe Capital Management
Illinois
$226K – – –
Stifel Financial
35
Stifel Financial
Missouri
$208K +$208K +14,898 New
RCM
36
Rivernorth Capital Management
Florida
$179K +$179K +12,833 New
BPBT
37
Boston Private Bank & Trust
Massachusetts
$176K +$176K +12,607 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$150K +$150K +10,734 New
CWM
39
Concert Wealth Management
California
$150K +$150K +10,783 New
RW
40
Rand Wealth
Maryland
$148K +$148K +10,612 New
TCM
41
Telos Capital Management
California
$143K +$143K +10,271 New
MA
42
MUFG Americas
New York
$134K +$134K +9,589 New
RFA
43
Reilly Financial Advisors
California
$86K +$86K +6,188 New
Citigroup
44
Citigroup
New York
$70K +$70K +5,039 New
DADC
45
D.A. Davidson & Co
Montana
$64K +$50.2K +3,632 +363%
BCI
46
Brinker Capital Investments
Pennsylvania
$59K +$59K +4,207 New
SNT
47
Security National Trust
West Virginia
$59K +$59K +4,243 New
TFO
48
Tarbox Family Office
California
$49K +$7.27K +523 +17%
Deutsche Bank
49
Deutsche Bank
Germany
$41K +$41K +2,952 New
WA
50
WFG Advisors
Texas
$33K +$33K +2,330 New
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2
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