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B. Riley Wealth Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-1,500
Closed -$22 – 1480
2014
Q4 		$22 Buy
+1,500
New +$21.3K ﹤0.01% 2504

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Advisors's NKX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2015, closing a stake of 1,500 shares — an estimated $22 sold.

B. Riley Wealth Advisors first reported a position in NKX in Q4 2014 and held it in 1 quarter. The position peaked at $22 in Q4 2014. 47 funds tracked by Wall St. Rank hold NKX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,500 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2015, an estimated $22.
  • B. Riley Wealth Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $22 in Q4 2014.
  • 47 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.