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Nuveen California Municipal Value Fund shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen California Municipal Value Fund by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $124k 14k 8.96
2023-09-30 $113k 14k 8.21
2023-06-30 $118k 14k 8.55
2023-03-31 $122k 14k 8.81

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Top funds holding Nuveen California Municipal Value Fund

UBS Group
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
First Foundation Advisors
Rivernorth Capital Management
Royal Bank of Canada
Bank of America Corporation
Regatta Capital Group
Bank of New York Mellon
Tortoise Investment Management
Melfa Wealth Management
Raymond James Financial Services Advisors
Raymond James & Associates

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