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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 %
UBS Group
1
UBS Group
Switzerland
$23.6M +$309K +20,332 +1%
GC
2
Guggenheim Capital
Illinois
$7.98M +$783K +51,465 +11%
Morgan Stanley
3
Morgan Stanley
New York
$7.74M +$899K +59,133 +13%
PWSG
4
Pacific Wealth Strategies Group
California
$4.43M -$62.5K -4,106 -1%
Wells Fargo
5
Wells Fargo
California
$4.26M +$408K +26,810 +11%
FFA
6
First Foundation Advisors
California
$2.74M +$261K +17,179 +11%
Invesco
7
Invesco
Georgia
$2.6M -$351K -23,078 -12%
LCM
8
Leisure Capital Management
California
$2.58M +$34K +2,233 +1%
RCM
9
Rivernorth Capital Management
Florida
$2.04M +$5.64K +371 +0.3%
AAM
10
Advisors Asset Management
Colorado
$1.98M -$117K -7,667 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.89M -$6.7M -440,820 -78%
C
12
Certuity
Florida
$1.65M +$1.65M +108,655 New
EW
13
Evoke Wealth
California
$1.63M +$215K +14,119 +15%
KIM
14
Karpus Investment Management
New York
$1.57M -$3.55M -233,450 -69%
AA
15
Apriem Advisors
California
$1.56M -$389K -25,560 -20%
WT
16
Whittier Trust
California
$1.41M +$477K +31,325 +51%
Bank of America
17
Bank of America
North Carolina
$1.33M +$17.3K +1,140 +1%
WS
18
Wedbush Securities
California
$1.15M -$304K -19,985 -21%
AG
19
Advisor Group
Arizona
$927K +$363K +23,831 +64%
VCM
20
Vivaldi Capital Management
Illinois
$916K +$473K +31,086 +107%
IC
21
IEQ Capital
California
$813K +$813K +53,428 New
RJA
22
Raymond James & Associates
Florida
$792K -$225K -14,789 -22%
CC
23
Claybrook Capital
Massachusetts
$736K – – –
Ameriprise
24
Ameriprise
Minnesota
$687K +$178K +11,709 +35%
LPL Financial
25
LPL Financial
California
$679K +$29.6K +1,949 +5%
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