Stratos Wealth Partners, LTD. - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 49 filers reported holding NUVEEN CALIF MUN VALUE FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q3 2023$195,856
+23.0%
23,855
+28.1%
0.00%0.0%
Q2 2023$159,278
+7.2%
18,629
+10.4%
0.00%0.0%
Q1 2023$148,607
-7.7%
16,868
-11.5%
0.00%0.0%
Q4 2022$161,057
-3.0%
19,060
-5.3%
0.00%
-20.0%
Q3 2022$166,000
-5.7%
20,129
+0.0%
0.01%
+25.0%
Q2 2022$176,000
+4.8%
20,119
+9.6%
0.00%0.0%
Q1 2022$168,000
-13.0%
18,353
-3.8%
0.00%0.0%
Q4 2021$193,000
-4.0%
19,087
+0.1%
0.00%
-20.0%
Q3 2021$201,000
+2.0%
19,077
+3.6%
0.01%0.0%
Q2 2021$197,000
-30.9%
18,410
-34.0%
0.01%
-37.5%
Q1 2021$285,000
-46.4%
27,894
-43.4%
0.01%
-50.0%
Q4 2020$532,000
-11.6%
49,273
-11.8%
0.02%
-20.0%
Q3 2020$602,000
+3.3%
55,862
-2.0%
0.02%
-4.8%
Q2 2020$583,000
+146.0%
57,012
+141.1%
0.02%
+90.9%
Q1 2020$237,000
+54.9%
23,650
+47.8%
0.01%
+57.1%
Q1 2019$153,000
-1.3%
16,000
-5.9%
0.01%
-12.5%
Q4 2018$155,000
-11.4%
17,000
-9.1%
0.01%0.0%
Q3 2018$175,000
-24.9%
18,700
-24.0%
0.01%
-20.0%
Q2 2018$233,000
+7.9%
24,600
+6.0%
0.01%
+11.1%
Q1 2018$216,000
-23.9%
23,200
-16.8%
0.01%
-30.8%
Q4 2017$284,000
+9.7%
27,900
+13.4%
0.01%
+8.3%
Q3 2017$259,000
-14.5%
24,600
-16.9%
0.01%
-25.0%
Q2 2017$303,000
+17.4%
29,600
+15.6%
0.02%
+6.7%
Q1 2017$258,00025,6000.02%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q2 2018
NameSharesValueWeighting ↓
Coe Capital Management, LLC 55,498$567,0000.84%
FIRST FOUNDATION ADVISORS 712,395$7,281,0000.38%
Tortoise Investment Management, LLC 131,375$1,343,0000.35%
Winfield Associates, Inc. 50,200$513,0000.26%
Mission Creek Capital Partners, Inc. 38,700$396,0000.21%
GARRISON POINT ADVISORS, LLC 18,550$190,0000.19%
HCR Wealth Advisors 47,257$482,0000.11%
Castle Rock Wealth Management, LLC 14,177$152,0000.09%
RB Capital Management, LLC 15,803$162,0000.09%
Paragon Capital Management Ltd 15,000$153,0000.07%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders