AC
NKX icon

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

Almitas Capital’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
2019
Q1 		– Sell
-86,264
Closed -$1.09M – 79
2018
Q4 		$1.09M Buy
+86,264
New +$1.09M 0.74% 39

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Almitas Capital's NKX Position: Q1 2019 in Review

Almitas Capital sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2019, closing a stake of 86,264 shares — an estimated $1.09M sold.

Almitas Capital first reported a position in NKX in Q4 2018 and held it in 1 quarter. The position peaked at $1.09M in Q4 2018. 59 funds tracked by Wall St. Rank hold NKX as of Q1 2019.

  • Almitas Capital reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • Almitas Capital sold 86,264 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $1.09M.
  • Almitas Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 1 quarter.
  • Almitas Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.09M in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on Almitas Capital's 13F filing for Q1 2019, filed 14 May 2019.