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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

55 hedge funds and large institutions have $76.2M invested in Nuveen California Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
$819K
2
Morgan Stanley
Morgan Stanley
New York
$6.58M
3
Bank of America
Bank of America
North Carolina
$3.18M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$871K
5
LPL Financial
LPL Financial
California
$4.27M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$15.8M
2
SIA
Sit Investment Associates
Minnesota
$0
3
AAM
Advisors Asset Management
Colorado
$4.9M
4
Invesco
Invesco
Georgia
$5.74M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$248K – – –
CCM
27
Coe Capital Management
Illinois
$244K – – –
Stifel Financial
28
Stifel Financial
Missouri
$241K -$42.8K -2,849 -15%
WTC
29
WhitTier Trust Company
Nevada
$234K -$21.3K -1,413 -8%
CWM
30
Concert Wealth Management
California
$193K +$31.1K +2,074 +19%
BPBT
31
Boston Private Bank & Trust
Massachusetts
$190K – – –
ICAS
32
Investors Capital Advisory Services
Massachusetts
$188K +$188K +12,500 New
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$177K – – –
RW
34
Rand Wealth
Maryland
$164K – – –
EWA
35
EP Wealth Advisors
California
$161K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$155K -$5.26K -350 -3%
BEAM
37
Baker Ellis Asset Management
Washington
$155K +$155K +10,306 New
NPC
38
National Planning Corporation
California
$149K +$149K +9,799 New
RFA
39
Reilly Financial Advisors
California
$135K +$30K +2,000 +29%
MA
40
MUFG Americas
New York
$116K -$22.4K -1,500 -16%
Citigroup
41
Citigroup
New York
$84K +$8.4K +560 +11%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$76K – – –
SNT
43
Security National Trust
West Virginia
$64K – – –
TFO
44
Tarbox Family Office
California
$53K – – –
BCI
45
Brinker Capital Investments
Pennsylvania
$44K – – –
SIG
46
Stanford Investment Group
California
$34K +$34K +2,273 New
EMA
47
Efficient Market Advisors
California
$31K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$25K – – –
PFG
49
Pacific Financial Group
Washington
$25K +$25K +1,650 New
BKA
50
Brick & Kyle Associates
Pennsylvania
$23K +$23K +1,506 New
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2
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