NCB
Nuveen California Municipal Value Fund 2
Delisted
NCB was delisted on the 5th of March, 2021.
13 hedge funds and large institutions have $3.33M invested in Nuveen California Municipal Value Fund 2 in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
$0 |
| 2 |
Morgan Stanley
New York
|
$933K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$83K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
$483K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $933K | -$68.3K | -4,480 | -7% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $483K | -$2.06K | -135 | -0.4% |
|
3
LPL Financial
San Diego,
California
| $420K | – | – | – |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $386K | +$386K | +25,311 | New |
|
|
BRWM
5
B. Riley Wealth Management
Memphis,
Tennessee
| $357K | – | – | – |
|
6
Wells Fargo
San Francisco,
California
| $281K | +$10.4K | +680 | +4% |
|
|
EAM
7
Evanson Asset Management
Carmel,
California
| $279K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $83K | -$19.3K | -1,267 | -19% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | +$25.2K | +1,635 | +436% |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $27K | +$272 | +18 | +1% |
|
11
Citigroup
New York
| $23K | – | – | – |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$7.5K | +500 | +100% |
|
|
JIR
13
James Investment Research
Alpha,
Ohio
| $14K | – | – | – |
|
|
SWP
14
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$148K | -9,415 | Closed |
|