Ackerman Capital Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Ackerman Capital Advisors’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-14,667	Closed	-$239K	–	135
2021 Q2	$239K	Sell	14,667 -19,430	-57%	-$308K	0.06%	108
2021 Q1	$527K	Buy	+34,097	New	+$525K	0.13%	66
2020 Q1	–	Sell	-32,824	Closed	-$500K	–	162
2019 Q4	$500K	Buy	+32,824	New	+$497K	0.15%	81

Other funds holding NKX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ackerman Capital Advisors's NKX Position: Q3 2021 in Review

Ackerman Capital Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2021, closing a stake of 14,667 shares — an estimated $239K sold.

Ackerman Capital Advisors first reported a position in NKX in Q4 2019 and held it in 3 quarters. The position peaked at $527K in Q1 2021. 60 funds tracked by Wall St. Rank hold NKX as of Q3 2021.

Ackerman Capital Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
Ackerman Capital Advisors sold 14,667 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $239K.
Ackerman Capital Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 3 quarters.
Ackerman Capital Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $527K in Q1 2021.
60 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Ackerman Capital Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.