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Cornerstone Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-18,928
Closed -$1.2M – 878
2018
Q3 		$1.2M Buy
18,928
+2,522
+15% +$33.8K 0.02% 656
2018
Q2 		$1.2M Buy
+16,406
New +$222K 0.01% 702

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Cornerstone Wealth Management's NKX Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2018, closing a stake of 18,928 shares — an estimated $1.2M sold.

Cornerstone Wealth Management first reported a position in NKX in Q2 2018 and held it in 2 quarters. The position peaked at $1.2M in Q3 2018. 58 funds tracked by Wall St. Rank hold NKX as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 18,928 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $1.2M.
  • Cornerstone Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.2M in Q3 2018.
  • 58 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.