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Nuveen California Municipal Value Fund
NCA

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1
First Foundation Advisors
California
$6.78M +$1.34M +141,753 +25%
Morgan Stanley
2
Morgan Stanley
New York
$4.44M -$41.9K -4,441 -0.9%
UBS Group
3
UBS Group
Switzerland
$4.39M +$166K +17,604 +4%
1CP
4
1607 Capital Partners
Virginia
$3.14M +$776K +82,300 +33%
Wells Fargo
5
Wells Fargo
California
$2.46M +$52.3K +5,548 +2%
RCM
6
Rivernorth Capital Management
Florida
$2.02M -$1.89M -200,045 -49%
TIM
7
Tortoise Investment Management
New York
$1.61M +$10.8K +1,150 +0.7%
GC
8
Guggenheim Capital
Illinois
$1.03M +$305K +32,310 +43%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$825K +$813K +86,246 New
AAM
10
Advisors Asset Management
Colorado
$555K +$233K +24,711 +74%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$548K -$13.7K -1,450 -2%
LCM
12
Landscape Capital Management
New Jersey
$543K -$117K -12,391 -18%
MA
13
Mutual Advisors
Nebraska
$472K +$5.85K +620 +1%
LPL Financial
14
LPL Financial
California
$453K -$158K -16,769 -26%
WA
15
Winfield Associates
Ohio
$425K +$37.7K +4,000 +10%
Invesco
16
Invesco
Georgia
$393K +$28.3K +2,996 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$391K +$34K +3,605 +10%
WAM
18
Wolverine Asset Management
Illinois
$372K +$368K +38,972 New
HWA
19
HCR Wealth Advisors
California
$332K +$226K +23,935 +223%
M&T Bank
20
M&T Bank
New York
$302K – – –
Bank of America
21
Bank of America
North Carolina
$293K +$1.25K +133 +0.4%
RVPG
22
Relative Value Partners Group
$275K – – –
WS
23
Wedbush Securities
California
$254K – – –
CAN
24
Cetera Advisor Networks
California
$241K -$36.8K -3,900 -14%
MIAN
25
Mariner Independent Advisor Network
Kansas
$201K +$198K +20,971 New
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