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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

37 hedge funds and large institutions have $26.9M invested in Nuveen California Municipal Value Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$1.75M
2
DA
2
Doliver Advisors
Texas
$404K
3
SG Americas Securities
3
SG Americas Securities
New York
$259K
4
SWP
4
Stratos Wealth Partners
Ohio
$258K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$639K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$3.45M
2
LPL Financial
2
LPL Financial
California
$4.3M
3
UBS Group
3
UBS Group
Switzerland
$3.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.78M
5
MBT
5
Montecito Bank & Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.3M 426,792 -35,503 -8%
Morgan Stanley
2
Morgan Stanley
New York
$3.78M 375,102 -24,532 -6%
UBS Group
3
UBS Group
Switzerland
$3.6M 356,850 -25,857 -7%
GC
4
Guggenheim Capital
Illinois
$3.45M 342,469 -41,672 -11%
FFA
5
First Foundation Advisors
California
$2.14M 211,762 -8,873 -4%
Invesco
6
Invesco
Georgia
$1.75M 173,504 +42,213 +32%
Wells Fargo
7
Wells Fargo
California
$1.45M 144,354 -6,969 -5%
FFEC
8
First Financial Equity Corporation
Arizona
$885K 87,697 +87,697 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$639K 63,385 +24,500 +63%
IA
10
IFP Advisors
Florida
$517K 51,320 +10,777 +27%
CAN
11
Cetera Advisor Networks
California
$485K 48,308 +3,108 +7%
DA
12
Doliver Advisors
Texas
$404K 40,031 +40,031 New
Bank of America
13
Bank of America
North Carolina
$401K 39,813 +2,833 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$345K 34,249 +4,615 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$331K 32,809 +7,900 +32%
SFSIG
16
San Francisco Sentry Investment Group
California
$308K 30,550 – –
SG Americas Securities
17
SG Americas Securities
New York
$259K 25,713 +25,713 New
SWP
18
Stratos Wealth Partners
Ohio
$258K 25,600 +25,600 New
WS
19
Wedbush Securities
California
$253K 25,142 +4,069 +19%
LWAC
20
Laurel Wealth Advisors (California)
California
$228K 22,626 +22,626 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$178K 17,645 – –
RJA
22
Raymond James & Associates
Florida
$150K 14,833 +100 +0.7%
EMA
23
Efficient Market Advisors
California
$113K 11,250 – –
JIR
24
James Investment Research
Ohio
$102K 10,100 – –
GS
25
Girard Securities
California
$102K 10,119 +119 +1%
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