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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

29 hedge funds and large institutions have $21.2M invested in Nuveen California Municipal Value Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.18M
2
FFA
2
First Foundation Advisors
California
$3.09M
3
GC
3
Guggenheim Capital
Illinois
$3.2M
4
Bank of America
4
Bank of America
North Carolina
$521K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.77M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.67M
2
VKH
2
Virtu KCG Holdings
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$4.08M
4
WCM
4
Windsor Capital Management
Arizona
$0
5
WT
5
Whittier Trust
California
$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$15K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +1,086 New
WAS
28
WESPAC Advisors SoCal
California
$10K +$10K +990 New
US Bancorp
29
US Bancorp
Minnesota
$5K – – –
VKH
30
Virtu KCG Holdings
New York
– -$177K -16,741 Closed
WCM
31
Windsor Capital Management
Arizona
– -$64K -6,088 Closed
1
2