ASN
NKX icon

Advisory Services Network’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Advisory Services Network’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
2023
Q2 		– Sell
-2,309
Closed -$26.9K – 2847
2023
Q1 		$26.9K Buy
2,309
+25
+1% +$302 ﹤0.01% 2376
2022
Q4 		$28.1K Buy
+2,284
New +$26.6K ﹤0.01% 2283
2021
Q3 		– Sell
-2,133
Closed -$35K – 2579
2021
Q2 		$35K Buy
+2,133
New +$33.9K ﹤0.01% 2183
2021
Q1 		– Sell
-2,089
Closed -$33K – 2385
2020
Q4 		$33K Buy
2,089
+23
+1% +$354 ﹤0.01% 1889
2020
Q3 		$32K Buy
+2,066
New +$31.7K ﹤0.01% 1815
2020
Q2 		– Sell
-2,022
Closed -$29K – 2136
2020
Q1 		$29K Buy
2,022
+19
+0.9% +$288 ﹤0.01% 1652
2019
Q4 		$30K Buy
2,003
+41
+2% +$621 ﹤0.01% 1795
2019
Q3 		$29K Hold
1,962
– – ﹤0.01% 1619
2019
Q2 		$29K Buy
1,962
+21
+1% +$298 ﹤0.01% 1617
2019
Q1 		$27K Buy
1,941
+15
+0.8% +$201 ﹤0.01% 1489
2018
Q4 		$24K Hold
1,926
– – ﹤0.01% 1420
2018
Q3 		$25K Hold
1,926
– – ﹤0.01% 1499
2018
Q2 		$26K Hold
1,926
– – ﹤0.01% 1452
2018
Q1 		$26K Hold
1,926
– – ﹤0.01% 1557
2017
Q4 		$30K Hold
1,926
– – ﹤0.01% 1475
2017
Q3 		$30K Hold
1,926
– – ﹤0.01% 1278
2017
Q2 		$30K Sell
1,926
-195
-9% -$2.96K ﹤0.01% 1210
2017
Q1 		$31K Buy
+2,121
New +$30.9K ﹤0.01% 1133

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Advisory Services Network's NKX Position: Q2 2023 in Review

Advisory Services Network sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2023, closing a stake of 2,309 shares — an estimated $26.9K sold.

Advisory Services Network first reported a position in NKX in Q1 2017 and held it in 18 quarters. The position peaked at $35K in Q2 2021. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2023.

  • Advisory Services Network reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 2,309 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $26.9K.
  • Advisory Services Network first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 18 quarters.
  • Advisory Services Network's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $35K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.