We are live on
!
Find out more
NCB
Nuveen California Municipal Value Fund 2
Delisted
NCB was delisted on the 5th of March, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Morgan Stanley
New York
| $812K | +$273K | +16,412 | +52% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $626K | +$34.2K | +2,060 | +6% |
|
| 3 |
3
Bank of America
Charlotte,
North Carolina
| $494K | +$40.2K | +2,420 | +9% |
|
| 4 |
EAM
4
Evanson Asset Management
Carmel,
California
| $309K | – | – | – |
|
| 5 |
5
Wells Fargo
San Francisco,
California
| $144K | +$18.8K | +1,132 | +15% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $100K | -$39.9K | -2,400 | -29% |
|
| 7 |
IA
7
IFP Advisors
Tampa,
Florida
| $29K | – | – | – |
|
| 8 |
8
Citigroup
New York
| $25K | – | – | – |
|
| 9 |
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | – | – | – |
|
| 10 |
DADC
10
D.A. Davidson & Co
Great Falls,
Montana
| $5K | – | – | – |
|
| 11 |
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$33 | +2 | +0.9% |
|
| 12 |
TIM
12
Tortoise Investment Management
White Plains,
New York
| – | -$8K | -510 | Closed |
|