CIBC Private Wealth Group
NKX icon

CIBC Private Wealth Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-615
Closed -$7.52K – 3237
2025
Q1 		$7.52K Hold
615
– – ﹤0.01% 2328
2024
Q4 		$7.81K Sell
615
-208
-25% -$2.73K ﹤0.01% 2345
2024
Q3 		$11.2K Buy
823
+615
+296% +$8.14K ﹤0.01% 2372
2024
Q2 		$2.66K Buy
+208
New +$2.48K ﹤0.01% 2694
2020
Q1 		– Sell
-15,500
Closed -$236K – 903
2019
Q4 		$236K Hold
15,500
– – ﹤0.01% 846
2019
Q3 		$234K Hold
15,500
– – ﹤0.01% 834
2019
Q2 		$226K Hold
15,500
– – ﹤0.01% 867
2019
Q1 		$216K Buy
+15,500
New +$208K ﹤0.01% 887
2018
Q4 		– Sell
-17,700
Closed -$227K – 922
2018
Q3 		$227K Hold
17,700
– – ﹤0.01% 905
2018
Q2 		$240K Hold
17,700
– – ﹤0.01% 892
2018
Q1 		$240K Buy
17,700
+2,500
+16% +$35.8K ﹤0.01% 905
2017
Q4 		$234K Hold
15,200
– – ﹤0.01% 913
2017
Q3 		$240K Hold
15,200
– – ﹤0.01% 875
2017
Q2 		$236K Hold
15,200
– – ﹤0.01% 590
2017
Q1 		$224K Hold
15,200
– – ﹤0.01% 571
2016
Q4 		$217K Sell
15,200
-800
-5% -$11.8K ﹤0.01% 572
2016
Q3 		$266K Hold
16,000
– – ﹤0.01% 563
2016
Q2 		$273K Hold
16,000
– – ﹤0.01% 569
2016
Q1 		$256K Buy
16,000
+3,000
+23% +$47.1K ﹤0.01% 565
2015
Q4 		$200K Buy
+13,000
New +$194K ﹤0.01% 583
2014
Q4 		– Sell
-14,500
Closed -$202K – 614
2014
Q3 		$202K Buy
+14,500
New +$199K ﹤0.01% 601

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CIBC Private Wealth Group's NKX Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 615 shares — an estimated $7.52K sold.

CIBC Private Wealth Group first reported a position in NKX in Q3 2014 and held it in 21 quarters. The position peaked at $273K in Q2 2016. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 615 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $7.52K.
  • CIBC Private Wealth Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2014 and held it in 21 quarters.
  • CIBC Private Wealth Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $273K in Q2 2016.
  • 68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.