NAC icon

Nuveen California Quality Municipal Income Fund
NAC

Overview Fund Activity

66 hedge funds and large institutions have $129M invested in Nuveen California Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
22
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.13M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$1.98M
3
DADC
D.A. Davidson & Co
Montana
$1.19M
4
SWP
Stratos Wealth Partners
Ohio
$336K
5
AWM
AE Wealth Management
Kansas
$334K

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
LPL Financial
LPL Financial
California
$2.09M
3
Invesco
Invesco
Georgia
$7M
4
UBS Group
UBS Group
Switzerland
$24.8M
5
Morgan Stanley
Morgan Stanley
New York
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$24.8M -$2.38M -158,527 -9%
Morgan Stanley
2
Morgan Stanley
New York
$16.3M -$1.4M -93,154 -8%
GC
3
Guggenheim Capital
Illinois
$11.8M -$1.35M -89,497 -10%
AAM
4
Advisors Asset Management
Colorado
$11.7M -$1.25M -83,130 -10%
Bank of America
5
Bank of America
North Carolina
$7.13M +$1.81M +120,070 +34%
Invesco
6
Invesco
Georgia
$7M -$2.47M -163,977 -26%
PWSG
7
Pacific Wealth Strategies Group
California
$6.91M +$145K +9,625 +2%
Wells Fargo
8
Wells Fargo
California
$5.66M -$45.9K -3,049 -0.8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.15M +$285K +18,923 +7%
WT
10
Whittier Trust
California
$3.58M +$83.3K +5,540 +2%
LPL Financial
11
LPL Financial
California
$2.09M -$6.33M -420,856 -75%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2M -$609K -40,468 -23%
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$1.98M +$1.19M +78,130 +150%
DA
14
Doliver Advisors
Texas
$1.98M -$10.5K -699 -0.5%
IA
15
IFP Advisors
Florida
$1.95M +$11.5K +763 +0.6%
AA
16
Apriem Advisors
California
$1.76M +$2.02K +134 +0.1%
DADC
17
D.A. Davidson & Co
Montana
$1.19M +$966K +64,293 +432%
FAAS
18
First Allied Advisory Services
California
$1.08M +$153K +10,182 +16%
WS
19
Wedbush Securities
California
$1.02M -$133K -8,859 -12%
HCM
20
Hollencrest Capital Management
California
$997K – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$955K +$79.2K +5,271 +9%
RCM
22
RB Capital Management
Nevada
$795K -$14.8K -985 -2%
Creative Planning
23
Creative Planning
Kansas
$791K +$276K +18,326 +54%
RJA
24
Raymond James & Associates
Florida
$676K +$10.5K +698 +2%
FFA
25
First Foundation Advisors
California
$633K -$35.6K -2,366 -5%
1
2 3 4