FIRST AMERICAN TRUST, FSB - NUVEEN CALIF MUN VALUE FD ownership

NUVEEN CALIF MUN VALUE FD's ticker is NCA and the CUSIP is 67062C107. A total of 61 filers reported holding NUVEEN CALIF MUN VALUE FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
FIRST AMERICAN TRUST, FSB ownership history of NUVEEN CALIF MUN VALUE FD
ValueSharesWeighting
Q4 2020$149,0000.0%13,8000.0%0.02%
-7.4%
Q3 2020$149,000
-8.6%
13,800
-19.8%
0.03%
-28.9%
Q2 2018$163,000
+1.9%
17,2000.0%0.04%
-2.6%
Q1 2018$160,000
-8.6%
17,2000.0%0.04%
-9.3%
Q4 2017$175,000
-19.4%
17,200
-27.6%
0.04%
-44.9%
Q3 2013$217,00023,7470.08%
Other shareholders
NUVEEN CALIF MUN VALUE FD shareholders Q1 2021
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