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Nuveen California Municipal Value Fund shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $811k 89k 9.17
2024-06-30 $770k 88k 8.72
2024-03-31 $815k 94k 8.66
2023-09-30 $1.0M 120k 8.32
2023-06-30 $1.0M 119k 8.60
2023-03-31 $1.1M 124k 8.66

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View all positions for Sweeney & Michel

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