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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

55 hedge funds and large institutions have $78.3M invested in Nuveen California Quality Municipal Income Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
$11.2M
2
WT
Whittier Trust
California
$4.14M
3
RCM
Rivernorth Capital Management
Florida
$775K
4
AAM
Advisors Asset Management
Colorado
$5.59M
5
AQR Capital Management
AQR Capital Management
Connecticut
$469K

Top Sellers

1
GC
Guggenheim Capital
Illinois
$20.5M
2
Invesco
Invesco
Georgia
$6.34M
3
TC
TFS Capital
Pennsylvania
$0
4
VHAM
Van Hulzen Asset Management
California
$0
5
NCM
Newgate Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$325K -$181K -12,732 -36%
Stifel Financial
27
Stifel Financial
Missouri
$269K +$56.7K +3,979 +27%
WS
28
Wedbush Securities
California
$259K +$259K +18,195 New
WTC
29
WhitTier Trust Company
Nevada
$241K -$14.9K -1,046 -6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$235K – – –
FFA
31
First Foundation Advisors
California
$233K – – –
CCM
32
Coe Capital Management
Illinois
$231K – – –
DA
33
Doliver Advisors
Texas
$208K -$325K -22,838 -61%
BPBT
34
Boston Private Bank & Trust
Massachusetts
$180K – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$167K +$167K +11,733 New
CWM
36
Concert Wealth Management
California
$154K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$152K -$998 -70 -0.7%
EWA
38
EP Wealth Advisors
California
$152K +$152K +10,693 New
RW
39
Rand Wealth
Maryland
$151K – – –
MA
40
MUFG Americas
New York
$132K -$4.82K -338 -4%
RFA
41
Reilly Financial Advisors
California
$100K +$11.6K +812 +13%
Citigroup
42
Citigroup
New York
$72K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$72K +$72K +5,038 New
DADC
44
D.A. Davidson & Co
Montana
$66K – – –
SNT
45
Security National Trust
West Virginia
$60K – – –
TFO
46
Tarbox Family Office
California
$50K – – –
BCI
47
Brinker Capital Investments
Pennsylvania
$42K -$17.8K -1,252 -30%
WA
48
WFG Advisors
Texas
$33K +$197 +14 +0.6%
EMA
49
Efficient Market Advisors
California
$29K – – –
Deutsche Bank
50
Deutsche Bank
Germany
$24K -$17.3K -1,237 -42%
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2
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