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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
| $774K | +$41.2K | +2,310 | +6% |
|
| 2 |
2
Bank of America
Charlotte,
North Carolina
| $533K | +$909 | +51 | +0.2% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $330K | – | – | – |
|
| 4 |
EAM
4
Evanson Asset Management
Carmel,
California
| $321K | – | – | – |
|
| 5 |
5
Wells Fargo
San Francisco,
California
| $150K | +$17.8K | +1,000 | +13% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $122K | -$13.7K | -770 | -10% |
|
| 7 |
IA
7
IFP Advisors
Tampa,
Florida
| $30K | – | – | – |
|
| 8 |
8
Citigroup
New York
| $27K | – | – | – |
|
| 9 |
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|