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

63 hedge funds and large institutions have $90.6M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
18
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Leisure Capital Management
California
+$2.53M
2
LWAC
Laurel Wealth Advisors (California)
California
+$1.38M
3
GC
Guggenheim Capital
Illinois
+$1M
4
FFA
First Foundation Advisors
California
+$792K
5
Morgan Stanley
Morgan Stanley
New York
+$631K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$2.54M
2
KIM
Karpus Investment Management
New York
-$1.53M
3
Bank of America
Bank of America
North Carolina
-$1.13M
4
LCM
Landscape Capital Management
New Jersey
-$629K
5
PWSG
Pacific Wealth Strategies Group
California
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$534K +$19K +1,259 +4%
Ameriprise
27
Ameriprise
Minnesota
$506K +$123K +8,135 +32%
VHAM
28
Van Hulzen Asset Management
California
$498K – – –
MIAN
29
Mariner Independent Advisor Network
Kansas
$451K – – –
VCM
30
Vivaldi Capital Management
Illinois
$441K +$40.2K +2,662 +10%
FAAS
31
First Allied Advisory Services
California
$421K -$38.6K -2,550 -8%
PAS
32
Partnervest Advisory Services
California
$354K +$354K +23,400 New
WIA
33
World Investment Advisors
California
$348K – – –
CAN
34
Cetera Advisor Networks
California
$333K – – –
TIM
35
Tortoise Investment Management
New York
$319K -$29.5K -1,950 -8%
DI
36
Diligent Investors
California
$309K +$348 +23 +0.1%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$302K – – –
HCM
38
Hollencrest Capital Management
California
$274K – – –
CRWM
39
Castle Rock Wealth Management
California
$258K -$78.5K -5,192 -23%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$248K – – –
ECM
41
Evergreen Capital Management
Washington
$239K +$45 +3 +0%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$234K – – –
SWP
43
Stratos Wealth Partners
Ohio
$174K -$17.6K -1,165 -9%
BA
44
Boston Advisors
Massachusetts
$170K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$167K -$10.4K -690 -6%
RCM
46
RB Capital Management
Nevada
$154K +$154K +10,063 New
AIP
47
Ameritas Investment Partners
Nebraska
$70K +$70K +4,657 New
LC
48
Lindbrook Capital
California
$38K -$38K -2,500 -50%
RIA
49
Realta Investment Advisors
Delaware
$31K +$31K +2,053 New
ASN
50
Advisory Services Network
Georgia
$29K – – –
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2
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