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

46 hedge funds and large institutions have $67.1M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.02M
2
Bank of America
Bank of America
North Carolina
+$1.1M
3
AAM
Advisors Asset Management
Colorado
+$1.09M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$536K
5
Wells Fargo
Wells Fargo
California
+$379K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.82M
2
Cohen & Steers
Cohen & Steers
New York
-$806K
3
GC
Guggenheim Capital
Illinois
-$720K
4
DA
Doliver Advisors
Texas
-$500K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
26
Security National Trust
West Virginia
$277K – – –
WS
27
Wedbush Securities
California
$276K +$12.2K +825 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$254K – – –
DI
29
Diligent Investors
California
$222K +$222K +14,818 New
CAN
30
Cetera Advisor Networks
California
$182K – – –
FAAS
31
First Allied Advisory Services
California
$166K -$117K -7,945 -41%
BA
32
Boston Advisors
Massachusetts
$166K – – –
Stifel Financial
33
Stifel Financial
Missouri
$161K – – –
PFA
34
Pure Financial Advisors
California
$150K – – –
EWM
35
Edge Wealth Management
New York
$80K – – –
AIG
36
American International Group
New York
$75.4K – – –
MFS
37
MSI Financial Services
Massachusetts
$60K +$60K +4,100 New
NPC
38
National Planning Corporation
California
$30.4K +$30.4K +2,048 New
EMA
39
Efficient Market Advisors
California
$30K – – –
Citigroup
40
Citigroup
New York
$29K – – –
HNB
41
Huntington National Bank
Ohio
$22K – – –
GAM
42
Gemmer Asset Management
California
$15K – – –
OIA
43
Optimum Investment Advisors
Illinois
$15K – – –
Creative Planning
44
Creative Planning
Kansas
$3K – – –
PFG
45
Pacific Financial Group
Washington
$3K +$3K +176 New
CFA
46
Carroll Financial Associates
North Carolina
$1K – – –
BRWA
47
B. Riley Wealth Advisors
Florida
$22 +$22 +1,500 New
TJHA
48
Thomas J. Herzfeld Advisors
Florida
– -$1.82M -130,637 Closed
DA
49
Doliver Advisors
Texas
– -$500K -35,909 Closed
LCM
50
Landscape Capital Management
New Jersey
– -$278K -19,954 Closed
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