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Nuveen California Municipal Value Fund shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment 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 Schechter Investment Advisors 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $344k 38k 8.96
2023-09-30 $320k 39k 8.21
2023-06-30 $333k 39k 8.55
2023-03-31 $343k 39k 8.81
2022-12-31 $329k 39k 8.45
2022-09-30 $330k 40k 8.25
2022-06-30 $349k 40k 8.73
2022-03-31 $366k 40k 9.15
2021-12-31 $410k 41k 10.13