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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 %
UBS Group
1
UBS Group
Switzerland
$23.1M +$892 +59 +0%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.54M +$12.1K +798 +0.1%
GC
3
Guggenheim Capital
Illinois
$7.15M +$1M +66,217 +16%
Morgan Stanley
4
Morgan Stanley
New York
$6.8M +$631K +41,754 +10%
KIM
5
Karpus Investment Management
New York
$5.09M -$1.53M -101,154 -23%
PWSG
6
Pacific Wealth Strategies Group
California
$4.46M -$566K -37,417 -11%
Wells Fargo
7
Wells Fargo
California
$3.83M -$129K -8,508 -3%
Invesco
8
Invesco
Georgia
$2.94M +$353K +23,329 +14%
LCM
9
Leisure Capital Management
California
$2.53M +$2.53M +167,512 New
FFA
10
First Foundation Advisors
California
$2.47M +$792K +52,374 +47%
AAM
11
Advisors Asset Management
Colorado
$2.09M +$40.6K +2,684 +2%
AA
12
Apriem Advisors
California
$1.93M -$289K -19,102 -13%
WS
13
Wedbush Securities
California
$1.44M -$86.2K -5,700 -6%
EW
14
Evoke Wealth
California
$1.42M +$1.42M +93,276 New
LWAC
15
Laurel Wealth Advisors (California)
California
$1.38M +$1.38M +91,450 New
Bank of America
16
Bank of America
North Carolina
$1.31M -$1.13M -74,821 -46%
COLIM
17
City of London Investment Management
United Kingdom
$1.18M – – –
RJA
18
Raymond James & Associates
Florida
$1.01M +$36.6K +2,419 +4%
WT
19
Whittier Trust
California
$930K +$354K +23,380 +61%
MIG
20
Mariner Investment Group
New York
$821K -$554K -36,608 -40%
CC
21
Claybrook Capital
Massachusetts
$695K – – –
LPL Financial
22
LPL Financial
California
$645K -$221K -14,626 -26%
DWM
23
Dakota Wealth Management
Florida
$603K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$581K +$76 +5 +0%
AG
25
Advisor Group
Arizona
$561K +$430K +28,386 +327%
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