Castle Rock Wealth Management, LLC - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 57 filers reported holding NUVEEN CALIF MUN VALUE FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q2 2022$91,0000.0%10,042
+0.0%
0.05%
+9.5%
Q1 2022$91,000
-36.8%
10,039
-31.5%
0.04%
-28.8%
Q4 2021$144,000
+5.9%
14,655
+12.5%
0.06%
+25.5%
Q3 2021$136,000
-41.4%
13,026
-39.1%
0.05%
-44.7%
Q2 2021$232,000
+11.5%
21,372
+5.4%
0.08%
+1.2%
Q1 2021$208,000
+18.2%
20,280
+26.4%
0.08%
+15.1%
Q4 2020$176,000
+4.1%
16,045
-1.8%
0.07%
-34.2%
Q3 2020$169,000
+11.2%
16,339
+15.3%
0.11%
+24.7%
Q2 2020$152,000
+10.1%
14,177
+0.0%
0.09%
-25.2%
Q1 2020$138,000
+5.3%
14,175
+16.5%
0.12%
+0.8%
Q4 2019$131,000
+28.4%
12,172
+19.8%
0.12%
+4.4%
Q2 2019$102,00010,1640.11%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q1 2022
NameSharesValueWeighting ↓
Coe Capital Management, LLC 40,483$437,0000.48%
FIRST FOUNDATION ADVISORS 648,262$7,001,0000.31%
Tortoise Investment Management, LLC 112,898$1,219,0000.28%
Winfield Associates, Inc. 51,800$559,0000.24%
GARRISON POINT ADVISORS, LLC 18,550$200,0000.16%
RB Capital Management, LLC 21,484$232,0000.11%
HCR Wealth Advisors 47,381$512,0000.11%
Mission Creek Capital Partners, Inc. 29,500$319,0000.10%
Paragon Capital Management Ltd 15,000$162,0000.09%
Castle Rock Wealth Management, LLC 16,045$176,0000.07%
View complete list of NUVEEN CALIF MUN VALUE FD shareholders