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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

54 hedge funds and large institutions have $77.5M invested in Nuveen California Quality Municipal Income Fund in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$16.6M
2
Morgan Stanley
Morgan Stanley
New York
$7.34M
3
CS
Credit Suisse
Switzerland
$1.85M
4
DA
Doliver Advisors
Texas
$513K
5
Wells Fargo
Wells Fargo
California
$2.8M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$12.2M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
AAM
Advisors Asset Management
Colorado
$4.39M
4
Bank of America
Bank of America
North Carolina
$2.84M
5
Invesco
Invesco
Georgia
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$314K +$68.9K +4,508 +28%
IWM
27
Integrated Wealth Management
California
$262K +$262K +17,179 New
RJA
28
Raymond James & Associates
Florida
$260K +$260K +17,009 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$252K – – –
CCM
30
Coe Capital Management
Illinois
$248K – – –
BEAM
31
Baker Ellis Asset Management
Washington
$234K +$76.4K +5,000 +49%
WTC
32
WhitTier Trust Company
Nevada
$221K -$16.2K -1,061 -7%
BPBT
33
Boston Private Bank & Trust
Massachusetts
$193K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$192K +$34.5K +2,259 +22%
ICAS
35
Investors Capital Advisory Services
Massachusetts
$191K – – –
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$179K – – –
EWA
37
EP Wealth Advisors
California
$163K – – –
RW
38
Rand Wealth
Maryland
$162K – – –
MA
39
MUFG Americas
New York
$134K +$15.3K +1,000 +13%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$78K – – –
Citigroup
41
Citigroup
New York
$77K -$8.56K -560 -10%
SNT
42
Security National Trust
West Virginia
$65K – – –
AF
43
Allworth Financial
California
$46K – – –
BCI
44
Brinker Capital Investments
Pennsylvania
$42K -$3.31K -216 -7%
US Bancorp
45
US Bancorp
Minnesota
$39K +$39K +2,520 New
SIG
46
Stanford Investment Group
California
$35K – – –
EMA
47
Efficient Market Advisors
California
$31K – – –
GWM
48
Gupta Wealth Management
California
$31K +$31K +2,000 New
Deutsche Bank
49
Deutsche Bank
Germany
$26K – – –
MFS
50
MSI Financial Services
Massachusetts
$21K +$21K +1,406 New
1
2
3