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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

56 hedge funds and large institutions have $82.8M invested in Nuveen California Quality Municipal Income Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$9.15M
2
LCM
Laurion Capital Management
New York
$4.07M
3
Morgan Stanley
Morgan Stanley
New York
$12M
4
Wells Fargo
Wells Fargo
California
$3.99M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.05M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$3.11M
2
GC
Guggenheim Capital
Illinois
$6.14M
3
WT
Whittier Trust
California
$3.54M
4
UBS Group
UBS Group
Switzerland
$15.3M
5
AAM
Advisors Asset Management
Colorado
$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$417K – – –
Stifel Financial
27
Stifel Financial
Missouri
$384K +$20.7K +1,334 +6%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$334K – – –
CWM
29
Concert Wealth Management
California
$257K +$2.22K +143 +0.9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$252K +$54.9K +3,550 +28%
CCM
31
Coe Capital Management
Illinois
$251K – – –
IWM
32
Integrated Wealth Management
California
$249K – – –
SG Americas Securities
33
SG Americas Securities
New York
$233K +$233K +15,066 New
RJA
34
Raymond James & Associates
Florida
$225K -$27.8K -1,801 -11%
ICAS
35
Investors Capital Advisory Services
Massachusetts
$216K – – –
BEAM
36
Baker Ellis Asset Management
Washington
$196K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$193K – – –
NPC
38
National Planning Corporation
California
$183K +$183K +11,473 New
MBT
39
Montecito Bank & Trust
California
$180K +$180K +11,604 New
RW
40
Rand Wealth
Maryland
$164K – – –
MA
41
MUFG Americas
New York
$135K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$78K – – –
SNT
43
Security National Trust
West Virginia
$66K – – –
MFS
44
MSI Financial Services
Massachusetts
$50K +$36.2K +2,322 +264%
Deutsche Bank
45
Deutsche Bank
Germany
$44K – – –
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$39K +2,546 New
SIG
47
Stanford Investment Group
California
$35K – – –
WTC
48
WhitTier Trust Company
Nevada
$33K -$168K -10,780 -84%
EMA
49
Efficient Market Advisors
California
$32K – – –
MFW
50
Mosaic Family Wealth
Missouri
$32K +$32K +2,077 New
1
2
3