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

45 hedge funds and large institutions have $62M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WT
Whittier Trust
California
+$641K
2
AAM
Advisors Asset Management
Colorado
+$558K
3
GC
Guggenheim Capital
Illinois
+$417K
4
Morgan Stanley
Morgan Stanley
New York
+$404K
5
VHAM
Van Hulzen Asset Management
California
+$277K

Top Sellers

1
LCM
Leisure Capital Management
California
-$2.22M
2
PMG
Private Management Group
California
-$1.39M
3
UBS Group
UBS Group
Switzerland
-$1.23M
4
Cohen & Steers
Cohen & Steers
New York
-$784K
5
IA
IFP Advisors
Florida
-$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.4M -$361K -22,571 -3%
UBS Group
2
UBS Group
Switzerland
$7.11M -$1.23M -76,895 -15%
GC
3
Guggenheim Capital
Illinois
$6.45M +$417K +26,059 +7%
AAM
4
Advisors Asset Management
Colorado
$6.21M +$558K +34,834 +10%
Invesco
5
Invesco
Georgia
$4.34M -$367K -22,901 -8%
Morgan Stanley
6
Morgan Stanley
New York
$4.09M +$404K +25,198 +11%
Wells Fargo
7
Wells Fargo
California
$3.64M +$1.41K +88 +0%
LCM
8
Leisure Capital Management
California
$2.34M -$2.22M -144,366 Closed
Bank of America
9
Bank of America
North Carolina
$2.26M +$25.1K +1,566 +1%
AA
10
Apriem Advisors
California
$1.6M -$29.6K -1,849 -2%
PMG
11
Private Management Group
California
$1.57M -$1.39M -86,935 -47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.53M -$50.2K -3,134 -3%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.12M -$38.4K -2,399 -3%
WT
14
Whittier Trust
California
$739K +$641K +40,000 +654%
Cohen & Steers
15
Cohen & Steers
New York
$735K -$784K -48,912 -52%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$724K -$141K -8,800 -16%
TCM
17
Tradewinds Capital Management
Washington
$673K – – –
TIM
18
Tortoise Investment Management
New York
$516K -$227K -14,202 -31%
GWM
19
Gupta Wealth Management
California
$392K – – –
MBT
20
Montecito Bank & Trust
California
$338K -$32K -2,000 -9%
WS
21
Wedbush Securities
California
$313K -$6.41K -400 -2%
NSIM
22
North Star Investment Management
Illinois
$306K – – –
SNT
23
Security National Trust
West Virginia
$301K – – –
VHAM
24
Van Hulzen Asset Management
California
$277K +$277K +17,270 New
DI
25
Diligent Investors
California
$276K – – –
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