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NCB
Nuveen California Municipal Value Fund 2
Delisted
NCB was delisted on the 5th of March, 2021.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
1
Tortoise Investment Management
White Plains,
New York
| $1.29M | -$111K | -6,567 | -8% |
|
2
Morgan Stanley
New York
| $646K | -$9.49K | -563 | -1% |
|
|
AAM
3
Advisors Asset Management
Monument,
Colorado
| $503K | -$54K | -3,203 | -10% |
|
4
Bank of America
Charlotte,
North Carolina
| $421K | +$859 | +51 | +0.2% |
|
5
LPL Financial
San Diego,
California
| $371K | +$63K | +3,742 | +20% |
|
|
EAM
6
Evanson Asset Management
Carmel,
California
| $305K | – | – | – |
|
|
JMPWA
7
JP Morgan Private Wealth Advisors
San Francisco,
California
| $257K | -$24.4K | -1,450 | -9% |
|
8
UBS Group
Zurich,
Switzerland
| $247K | +$249K | +14,805 | New |
|
9
Wells Fargo
San Francisco,
California
| $112K | +$16.8K | +1,000 | +18% |
|
|
EMA
10
Efficient Market Advisors
San Diego,
California
| $98K | – | – | – |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $71K | +$68.9K | +4,087 | +2,044% |
|
12
Citigroup
New York
| $25K | -$27.4K | -1,626 | -52% |
|
|
NPC
13
National Planning Corporation
El Segundo,
California
| – | -$5.09K | -300 | Closed |
|