IFP Advisors, Inc - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 35 filers reported holding NUVEEN CALIF MUN VALUE FD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q2 2024$20,481
-2.7%
2,362
+1.0%
0.00%0.0%
Q1 2024$21,049
+1.4%
2,339
+1.0%
0.00%0.0%
Q4 2023$20,752
+9.9%
2,316
+0.7%
0.00%0.0%
Q3 2023$18,883
-54.5%
2,300
-50.0%
0.00%0.0%
Q2 2023$41,515
+90.0%
4,600
+100.0%
0.00%0.0%
Q1 2023$21,850
-86.2%
2,300
-86.1%
0.00%
-95.5%
Q1 2019$158,000
-62.6%
16,503
-64.4%
0.02%
-15.4%
Q4 2018$423,000
-8.8%
46,353
-6.5%
0.03%
+36.8%
Q3 2018$464,000
+0.4%
49,596
+1.8%
0.02%0.0%
Q2 2018$462,000
-3.8%
48,718
+3.4%
0.02%
-13.6%
Q1 2018$480,0000.0%47,1290.0%0.02%0.0%
Q4 2017$480,000
-21.4%
47,129
-18.7%
0.02%
-8.3%
Q3 2017$611,000
+12.3%
57,990
+9.3%
0.02%
+4.3%
Q2 2017$544,000
+5.2%
53,037
+3.3%
0.02%0.0%
Q1 2017$517,000
+22.2%
51,320
+26.6%
0.02%
+15.0%
Q4 2016$423,000
-31.6%
40,543
-26.0%
0.02%
-37.5%
Q3 2016$618,000
+75.6%
54,778
+74.2%
0.03%
+60.0%
Q2 2016$352,000
+122.8%
31,445
+90.5%
0.02%
-9.1%
Q1 2016$158,000
-41.3%
16,503
-33.3%
0.02%
+22.2%
Q4 2015$269,00024,7540.02%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q3 2017
NameSharesValueWeighting ↓
Tortoise Investment Management, LLC 163,148$1,645,0000.42%
FIRST FOUNDATION ADVISORS 654,316$6,596,0000.37%
Winfield Associates, Inc. 44,500$449,0000.23%
1607 Capital Partners, LLC 328,439$3,311,0000.18%
GARRISON POINT ADVISORS, LLC 17,050$172,0000.17%
RB Capital Management, LLC 15,853$160,0000.12%
HCR Wealth Advisors 39,247$396,0000.11%
Castle Rock Wealth Management, LLC 10,164$102,0000.11%
Towerpoint Wealth, LLC 10,000$104,0000.07%
Paragon Capital Management Ltd 10,000$101,0000.06%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders