NCB
Nuveen California Municipal Value Fund 2
Delisted
NCB was delisted on the 5th of March, 2021.
14 hedge funds and large institutions have $3.23M invested in Nuveen California Municipal Value Fund 2 in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$207K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$148K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$285 |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$176K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$70.4K |
| 3 |
Morgan Stanley
New York
|
-$9.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.04K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.03M | -$9.6K | -612 | -0.9% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $499K | -$70.4K | -4,491 | -12% |
|
3
LPL Financial
San Diego,
California
| $433K | – | – | – |
|
|
BRWM
4
B. Riley Wealth Management
Memphis,
Tennessee
| $367K | +$367K | +23,400 | New |
|
|
EAM
5
Evanson Asset Management
Carmel,
California
| $287K | – | – | – |
|
|
6
Wells Fargo
San Francisco,
California
| $279K | +$207K | +13,191 | +288% |
|
|
SWP
7
Stratos Wealth Partners
Beachwood,
Ohio
| $148K | +$148K | +9,415 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $106K | -$6.04K | -383 | -5% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $28K | +$285 | +18 | +1% |
|
10
Citigroup
New York
| $24K | – | – | – |
|
|
JIR
11
James Investment Research
Alpha,
Ohio
| $14K | – | – | – |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | – | – | – |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | – | – | – |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$176K | -11,030 | Closed |
|