CI Private Wealth »

Nuveen California Municipal Value Fund shares owned by CI Private Wealth

Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Nuveen California Municipal Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen California Municipal Value Fund held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen California Municipal Value Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 11k 8.90
2025-06-30 $95k 11k 8.68
2025-03-31 $94k 11k 8.65
2024-12-31 $92k 11k 8.45
2024-09-30 $99k 11k 9.12

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

Top funds holding Nuveen California Municipal Value Fund

Morgan Stanley
UBS Group
Advisors Asset Management
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
1607 Capital Partners
First Foundation Advisors
Raymond James Financial
Royal Bank of Canada
Regatta Capital Group
Melfa Wealth Management
Atlas Private Wealth Advisors
Allspring Global Investments Holdings

View all funds holding Nuveen California Municipal Value Fund