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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

50 hedge funds and large institutions have $56.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
19
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$1.47M
2
TC
TFS Capital
Pennsylvania
+$1.22M
3
U
UBS
Switzerland
+$1.16M
4
AAM
Advisors Asset Management
Colorado
+$979K
5
LPL Financial
LPL Financial
California
+$864K

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$750K
2
HK
Horizon Kinetics
New York
-$200K
3
First Trust Advisors
First Trust Advisors
Illinois
-$145K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$134K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$77.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$258K +$258K +18,874 New
SNT
27
Security National Trust
West Virginia
$256K +$60K +4,398 +31%
FAAS
28
First Allied Advisory Services
California
$251K +$251K +18,410 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$235K +$235K +17,200 New
WS
30
Wedbush Securities
California
$223K +$58K +4,250 +35%
DA
31
Doliver Advisors
Texas
$187K +$187K +13,694 New
WAM
32
Wolverine Asset Management
Illinois
$185K +$185K +13,606 New
VKH
33
Virtu KCG Holdings
New York
$168K +$168K +12,345 New
CAN
34
Cetera Advisor Networks
California
$165K +$706 +51 +0.4%
OC
35
Oppenheimer & Co
New York
$164K +$164K +12,013 New
SCM
36
Stonebridge Capital Management
California
$162K – – –
BA
37
Boston Advisors
Massachusetts
$154K – – –
Stifel Financial
38
Stifel Financial
Missouri
$149K +$149K +10,923 New
PFA
39
Pure Financial Advisors
California
$139K – – –
EWM
40
Edge Wealth Management
New York
$74K – – –
AIG
41
American International Group
New York
$69.8K +$69.8K +5,114 New
MA
42
MUFG Americas
New York
$53K – – –
WT
43
Whittier Trust
California
$44K – – –
EMA
44
Efficient Market Advisors
California
$28K – – –
Citigroup
45
Citigroup
New York
$26K – – –
OIA
46
Optimum Investment Advisors
Illinois
$14K – – –
GAM
47
Gemmer Asset Management
California
$14K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$4K – – –
Creative Planning
49
Creative Planning
Kansas
$3K – – –
CFA
50
Carroll Financial Associates
North Carolina
$1K +$1K +51 New
1
2
3