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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
| $908K | +$163K | +9,349 | +21% |
|
| 2 |
2
Bank of America
Charlotte,
North Carolina
| $568K | +$53.7K | +3,087 | +10% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $467K | +$151K | +8,700 | +46% |
|
| 4 |
EAM
4
Evanson Asset Management
Carmel,
California
| $311K | – | – | – |
|
| 5 |
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $156K | +$160K | +9,185 | New |
|
| 6 |
6
Wells Fargo
San Francisco,
California
| $143K | -$1.93K | -111 | -1% |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $59K | -$60.2K | -3,461 | -50% |
|
| 8 |
IA
8
IFP Advisors
Tampa,
Florida
| $29K | – | – | – |
|
| 9 |
9
Citigroup
New York
| $26K | – | – | – |
|
| 10 |
JIR
10
James Investment Research
Alpha,
Ohio
| $15K | +$15.6K | +900 | New |
|
| 11 |
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $9K | – | – | – |
|