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Bank of Stockton’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Bank of Stockton’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
2016
Q2 		– Sell
-13,462
Closed -$216K – 115
2016
Q1 		$216K Buy
+13,462
New +$211K 0.12% 112

Other funds holding NKX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Bank of Stockton's NKX Position: Q2 2016 in Review

Bank of Stockton sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2016, closing a stake of 13,462 shares — an estimated $216K sold.

Bank of Stockton first reported a position in NKX in Q1 2016 and held it in 1 quarter. The position peaked at $216K in Q1 2016. 42 funds tracked by Wall St. Rank hold NKX as of Q2 2016.

  • Bank of Stockton reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2016 after selling out during the quarter.
  • Bank of Stockton sold 13,462 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2016, an estimated $216K.
  • Bank of Stockton first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2016 and held it in 1 quarter.
  • Bank of Stockton's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $216K in Q1 2016.
  • 42 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2016.

Based on Bank of Stockton's 13F filing for Q2 2016, filed 8 Jul 2016.