First Foundation Advisors »

Nuveen California Municipal Value Fund shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors 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 First Foundation Advisors 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 236k 8.67
2024-03-31 $1.9M 208k 9.00
2023-12-31 $1.9M 208k 8.96
2023-09-30 $1.7M 207k 8.21
2023-06-30 $1.6M 187k 8.55
2023-03-31 $1.2M 132k 8.81
2022-12-31 $1.1M 132k 8.45
2022-09-30 $732k 89k 8.25
2022-06-30 $748k 86k 8.73
2022-03-31 $714k 78k 9.15
2021-12-31 $1.1M 110k 10.12
2021-09-30 $5.3M 498k 10.55
2021-06-30 $6.4M 595k 10.70
2021-03-31 $6.6M 644k 10.22
2020-12-31 $7.0M 648k 10.80
2020-09-30 $7.5M 694k 10.78
2020-06-30 $7.3M 712k 10.22
2020-03-31 $7.0M 704k 10.00
2019-12-31 $7.4M 697k 10.65
2019-09-30 $7.3M 685k 10.60
2019-06-30 $6.6M 654k 10.08
2019-03-31 $6.8M 709k 9.56
2018-12-31 $5.2M 567k 9.10
2018-09-30 $4.1M 439k 9.36
2018-06-30 $4.3M 456k 9.49
2018-03-31 $2.8M 298k 9.33
2017-12-31 $2.3M 230k 10.19
2017-09-30 $2.3M 220k 10.54
2017-06-30 $2.3M 221k 10.25
2017-03-31 $2.1M 212k 10.08
2016-12-31 $2.3M 221k 10.43
2016-09-30 $2.5M 218k 11.28
2016-06-30 $3.1M 281k 11.19
2016-03-31 $3.1M 286k 10.99
2015-12-31 $3.1M 284k 10.88
2015-09-30 $2.5M 238k 10.55
2015-06-30 $3.1M 303k 10.29
2015-03-31 $3.6M 338k 10.66
2014-12-31 $3.5M 335k 10.53
2014-09-30 $3.5M 335k 10.34
2014-06-30 $3.4M 335k 10.10
2013-12-31 $2.8M 307k 9.19
2013-09-30 $253k 28k 9.16
2011-12-31 $4.3M 452k 9.51
2011-09-30 $4.8M 527k 9.05
2011-06-30 $4.6M 525k 8.83
2011-03-31 $4.9M 576k 8.47
2010-12-31 $5.0M 577k 8.63

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
United Parcel Service CL B (UPS)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for First Foundation Advisors

Top funds holding Nuveen California Municipal Value Fund

Morgan Stanley
Guggenheim Capital, LLC Managers
Advisors Asset Management
1607 Capital Partners
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
First Foundation Advisors
Royal Bank of Canada
Regatta Capital Group
Bank of America Corporation
Sweeney & Michel
Raymond James Financial Services Advisors
Melfa Wealth Management
Raymond James & Associates

View all funds holding Nuveen California Municipal Value Fund