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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

35 hedge funds and large institutions have $24.3M invested in Nuveen California Municipal Value Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.98M
2
SG Americas Securities
2
SG Americas Securities
New York
$305K
3
Bank of America
3
Bank of America
North Carolina
$621K
4
LPL Financial
4
LPL Financial
California
$3.54M
5
FAT
5
First American Trust
California
$175K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$1.1M
2
UBS Group
2
UBS Group
Switzerland
$3.07M
3
VF
3
Virtu Financial
New York
$109K
4
IA
4
IFP Advisors
Florida
$480K
5
GS
5
Girard Securities
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.98M 488,830 +56,221 +13%
LPL Financial
2
LPL Financial
California
$3.54M 347,398 +18,102 +5%
UBS Group
3
UBS Group
Switzerland
$3.07M 301,455 -77,911 -21%
FFA
4
First Foundation Advisors
California
$2.34M 229,519 +9,884 +5%
Invesco
5
Invesco
Georgia
$1.28M 125,549 -571 -0.5%
Wells Fargo
6
Wells Fargo
California
$1.27M 125,025 -3,426 -3%
GC
7
Guggenheim Capital
Illinois
$1.1M 107,798 -116,740 -52%
Bank of America
8
Bank of America
North Carolina
$621K 60,908 +18,760 +45%
CAN
9
Cetera Advisor Networks
California
$594K 58,735 +46 +0.1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$488K 47,918 +1,309 +3%
IA
11
IFP Advisors
Florida
$480K 47,129 -10,861 -19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$415K 40,685 +1,800 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$381K 37,373 +291 +0.8%
LWAC
14
Laurel Wealth Advisors (California)
California
$313K 30,813 +4,156 +16%
SFSIG
15
San Francisco Sentry Investment Group
California
– – – –
SG Americas Securities
16
SG Americas Securities
New York
$305K 29,977 +29,977 New
SWP
17
Stratos Wealth Partners
Ohio
$284K 27,900 +3,300 +13%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$282K 27,695 -7,375 -21%
WS
19
Wedbush Securities
California
$250K 24,531 +59 +0.2%
AAM
20
Advisors Asset Management
Colorado
$239K 23,498 +15,529 +195%
RJA
21
Raymond James & Associates
Florida
$220K 21,584 +3,393 +19%
FAT
22
First American Trust
California
$175K 17,200 +17,200 New
GJIC
23
Gamble Jones Investment Counsel
California
– – – –
LCM
24
Leisure Capital Management
California
– – – –
CFIA
25
Cantor Fitzgerald Investment Advisors
New York
$115K 11,250 – –
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