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

66 hedge funds and large institutions have $85.7M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
25
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$899K
2
GC
Guggenheim Capital
Illinois
+$783K
3
ACA
Ackerman Capital Advisors
Texas
+$500K
4
WT
Whittier Trust
California
+$477K
5
VCM
Vivaldi Capital Management
Illinois
+$473K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.7M
2
KIM
Karpus Investment Management
New York
-$3.55M
3
LWAC
Laurel Wealth Advisors (California)
California
-$1.38M
4
COLIM
City of London Investment Management
United Kingdom
-$1.18M
5
MIG
Mariner Investment Group
New York
-$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$611K +$25.6K +1,682 +4%
Creative Planning
27
Creative Planning
Kansas
$520K -$17.9K -1,174 -3%
VHAM
28
Van Hulzen Asset Management
California
$501K – – –
ACA
29
Ackerman Capital Advisors
Texas
$500K +$500K +32,824 New
MIAN
30
Mariner Independent Advisor Network
Kansas
$454K – – –
FAAS
31
First Allied Advisory Services
California
$422K – – –
DWM
32
Dakota Wealth Management
Florida
$374K -$233K -15,316 -38%
WIA
33
World Investment Advisors
California
$346K -$3.35K -220 -1%
CAN
34
Cetera Advisor Networks
California
$334K – – –
TIM
35
Tortoise Investment Management
New York
$321K – – –
DI
36
Diligent Investors
California
$311K +$334 +22 +0.1%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$304K – – –
HCM
38
Hollencrest Capital Management
California
$276K – – –
CRWM
39
Castle Rock Wealth Management
California
$272K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$250K – – –
ECM
41
Evergreen Capital Management
Washington
$240K +$46 +3 +0%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$236K – – –
IC
43
Intersect Capital
California
$225K +$225K +14,771 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$198K +$198K +12,997 New
CFGS
45
Concourse Financial Group Securities
Alabama
$178K +$10.5K +690 +6%
SWP
46
Stratos Wealth Partners
Ohio
$175K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$171K +$171K +11,272 New
Stifel Financial
48
Stifel Financial
Missouri
$159K +$159K +10,459 New
RCM
49
RB Capital Management
Nevada
$155K +$1.28K +84 +0.8%
DTIM
50
Danda Trouve Investment Management
Kansas
$118K +$118K +7,761 New
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2
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