United Capital Financial Advisers, LLC Nuveen California Quality Municipal Income Fund Transaction History

United Capital Financial Advisers, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$15.55 - $16.13 $234,416 - $243,159	-15,075 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$14.94 - $15.85 $52,290 - $55,475	-3,500 Reduced 18.84%	15,075 $239,000
Q3 2020 Nov 13, 2020	SELL	$14.22 - $15.19 $205,479 - $219,495	-14,450 Reduced 43.75%	18,575 $270,000
Q2 2020 Aug 13, 2020	SELL	$13.03 - $14.4 $10,280 - $11,361	-789 Reduced 2.33%	33,025 $471,000
Q1 2020 May 15, 2020	BUY	$11.07 - $15.59 $159,961 - $225,275	14,450 Added 74.62%	33,814 $463,000
Q4 2019 Feb 14, 2020	SELL	$14.59 - $15.07 $1,561 - $1,612	-107 Reduced 0.55%	19,364 $288,000
Q3 2019 Nov 14, 2019	BUY	$14.25 - $15.49 $277,461 - $301,605	19,471 New	19,471 $292,000

132

29.7M

Ticker NAC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of California, United States. The fund invests in undervalued municipal securities and other re...

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