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Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

52 hedge funds and large institutions have $81.9M invested in Nuveen California Quality Municipal Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VHAM
Van Hulzen Asset Management
California
$2.55M
2
Morgan Stanley
Morgan Stanley
New York
$13.3M
3
VKH
Virtu KCG Holdings
New York
$811K
4
AAM
Advisors Asset Management
Colorado
$3.08M
5
GC
Guggenheim Capital
Illinois
$6.91M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.79M
3
UBS Group
UBS Group
Switzerland
$14.5M
4
Invesco
Invesco
Georgia
$4.27M
5
IA
IFP Advisors
Florida
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$360K -$39K -2,422 -10%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$347K – – –
IA
28
IFP Advisors
Florida
$291K -$622K -45,144 -68%
CWM
29
Concert Wealth Management
California
$269K +$2.29K +142 +0.9%
IWM
30
Integrated Wealth Management
California
$266K +$7.6K +473 +3%
CCM
31
Coe Capital Management
Illinois
$261K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$246K -$16.1K -1,002 -6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$237K +$36.6K +2,271 +18%
ICAS
34
Investors Capital Advisory Services
Massachusetts
$225K – – –
BEAM
35
Baker Ellis Asset Management
Washington
$204K – – –
MBT
36
Montecito Bank & Trust
California
$187K – – –
MWM
37
Mission Wealth Management
California
$187K +$187K +11,590 New
RW
38
Rand Wealth
Maryland
$171K – – –
OC
39
Oppenheimer & Co
New York
$165K +$165K +10,269 New
MA
40
MUFG Americas
New York
$141K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$82K – – –
MFS
42
MSI Financial Services
Massachusetts
$70K +$18.6K +1,160 +36%
SNT
43
Security National Trust
West Virginia
$68K – – –
US Bancorp
44
US Bancorp
Minnesota
$48K +$27.5K +1,688 +134%
Deutsche Bank
45
Deutsche Bank
Germany
$46K – – –
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K – – –
SIG
47
Stanford Investment Group
California
$37K – – –
WTC
48
WhitTier Trust Company
Nevada
$34K – – –
MFW
49
Mosaic Family Wealth
Missouri
$33K – – –
GAM
50
Gemmer Asset Management
California
$16K – – –
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