Cetera Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Cetera 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
2024 Q1	$193K	Buy	+15,889	New	+$184K	﹤0.01%	2231
2018 Q4	–	Sell	-14,825	Closed	-$190K	–	926
2018 Q3	$190K	Hold	14,825	–	–	0.01%	892
2018 Q2	$202K	Buy	+14,825	New	+$200K	0.01%	802
2018 Q1	–	Sell	-11,825	Closed	-$180K	–	846
2017 Q4	$180K	Hold	11,825	–	–	0.01%	719
2017 Q3	$187K	Hold	11,825	–	–	0.01%	768
2017 Q2	$185K	Hold	11,825	–	–	0.01%	752
2017 Q1	$175K	Buy	+11,825	New	+$172K	0.01%	728
2016 Q2	–	Sell	-10,028	Closed	-$161K	–	812
2016 Q1	$161K	Buy	+10,028	New	+$157K	0.01%	655
2014 Q1	–	Sell	-11,658	Closed	-$142K	–	568
2013 Q4	$142K	Sell	11,658 -740	-6%	-$9.04K	0.02%	473
2013 Q3	$153K	Sell	12,398 -954	-7%	-$11.7K	0.03%	418
2013 Q2	$180K	Buy	+13,352	New	+$188K	0.04%	364

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cetera Advisors's NKX Position: Q1 2024 in Review

Cetera Advisors opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2024: 15,889 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #2231 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in NKX as recently as Q3 2018.

Cetera Advisors first reported a position in NKX in Q2 2013 and has held it in 11 quarters since. The position peaked at $202K in Q2 2018. 70 funds tracked by Wall St. Rank hold NKX as of Q1 2024.

Cetera Advisors held 15,889 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $193K as of Q1 2024.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Cetera Advisors position in Q1 2024.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2231 holding.
Cetera Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 11 quarters since.
Cetera Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $202K in Q2 2018.
70 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.