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Centaurus Financial’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-1,059
Closed -$14K – 1509
2018
Q2 		$14K Buy
+1,059
New +$14.3K ﹤0.01% 1423

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BPCM
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GC
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Centaurus Financial's NKX Position: Q3 2018 in Review

Centaurus Financial sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2018, closing a stake of 1,059 shares — an estimated $14K sold.

Centaurus Financial first reported a position in NKX in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 61 funds tracked by Wall St. Rank hold NKX as of Q3 2018.

  • Centaurus Financial reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 1,059 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2018, an estimated $14K.
  • Centaurus Financial first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $14K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.