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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

50 hedge funds and large institutions have $76.7M invested in Nuveen California Quality Municipal Income Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$7.71M
2
WT
2
Whittier Trust
California
$5.91M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$323K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$307K
5
DIA
5
Denver Investment Advisors
Colorado
$150K

Top Sellers

1
VHAM
1
Van Hulzen Asset Management
California
$0
2
DA
2
Doliver Advisors
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.18M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Invesco
5
Invesco
Georgia
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Concert Wealth Management
California
$245K +$2.19K +147 +0.9%
RJA
27
Raymond James & Associates
Florida
$245K +$26.1K +1,742 +12%
CCM
28
Coe Capital Management
Illinois
$242K – – –
IWM
29
Integrated Wealth Management
California
$240K – – –
ICAS
30
Investors Capital Advisory Services
Massachusetts
$209K – – –
WTC
31
WhitTier Trust Company
Nevada
$193K -$23.5K -1,569 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$191K -$68.9K -4,599 -27%
BEAM
33
Baker Ellis Asset Management
Washington
$189K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$186K +$67.8K +4,536 +57%
RW
35
Rand Wealth
Maryland
$159K – – –
DIA
36
Denver Investment Advisors
Colorado
$150K +$150K +10,000 New
MA
37
MUFG Americas
New York
$131K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$76K – – –
SNT
39
Security National Trust
West Virginia
$63K – – –
AF
40
Allworth Financial
California
$44K -$43K – –
Deutsche Bank
41
Deutsche Bank
Germany
$43K – – –
SIG
42
Stanford Investment Group
California
$34K – – –
EMA
43
Efficient Market Advisors
California
$31K – – –
US Bancorp
44
US Bancorp
Minnesota
$28K +$28K +1,872 New
Citigroup
45
Citigroup
New York
$20K -$57.4K -3,839 -74%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$18K +$18K +1,219 New
RFA
47
Reilly Financial Advisors
California
$17K +$17K +1,126 New
GAM
48
Gemmer Asset Management
California
$16K – – –
MFS
49
MSI Financial Services
Massachusetts
$13K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$4K +$4K +252 New
1
2
3