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Calton & Associates’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,564
Closed -$23K – 953
2017
Q4 		$23K Buy
+1,564
New +$24.3K 0.01% 865

Other funds holding NKX

LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Calton & Associates's NKX Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2018, closing a stake of 1,564 shares — an estimated $23K sold.

Calton & Associates first reported a position in NKX in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 48 funds tracked by Wall St. Rank hold NKX as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,564 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $23K.
  • Calton & Associates first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $23K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.