Nuveen California Municipal Value Fund 2
NCB was delisted on the 5th of March, 2021.
9 hedge funds and large institutions have $2.3M invested in Nuveen California Municipal Value Fund 2 in 2017 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more capital invested
Capital invested by funds: $2.29M → $2.3M (+$6K)
0% more funds holding
Funds holding: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.2K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$909 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $774K | +$41.2K | +2,310 | +6% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $533K | +$909 | +51 | +0.2% |
|
3
LPL Financial
San Diego,
California
| $330K | – | – | – |
|
|
EAM
4
Evanson Asset Management
Carmel,
California
| $321K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $150K | +$17.8K | +1,000 | +13% |
|
|
6
UBS Group
Zurich,
Switzerland
| $122K | -$13.7K | -770 | -10% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
8
Citigroup
New York
| $27K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|
NCB Hedge Fund Activity: Q3 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund 2 (NCB) for Q3 2017, worth a combined $2.3M — up 0.26% from $2.29M a quarter earlier.
Fund positioning in NCB was balanced in Q3 2017: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.2K. The largest seller was UBS Group, cutting an estimated $13.7K.
- 9 institutional investors held Nuveen California Municipal Value Fund 2 (NCB) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $2.3M of Nuveen California Municipal Value Fund 2 stock for Q3 2017, up 0.26% quarter-over-quarter.
- 0 funds opened new Nuveen California Municipal Value Fund 2 positions in Q3 2017 and 0 closed out.
- The largest Nuveen California Municipal Value Fund 2 buyer in Q3 2017 was Morgan Stanley, an estimated $41.2K added.
- The largest Nuveen California Municipal Value Fund 2 seller in Q3 2017 was UBS Group, an estimated $13.7K sold.
Based on aggregated 13F filings for Q3 2017.