Curi RMB Capital’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Curi RMB Capital’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
2020 Q4	–	Sell	-11,666	Closed	-$178K	–	626
2020 Q3	$178K	Sell	11,666 -13,760	-54%	-$211K	0.01%	562
2020 Q2	$380K	Sell	25,426 -19,674	-44%	-$283K	0.02%	447
2020 Q1	$639K	Buy	+45,100	New	+$683K	0.03%	357
2019 Q1	–	Sell	-121,579	Closed	-$1.54M	–	889
2018 Q4	$1.54M	Buy	121,579 +20,597	+20%	+$260K	0.04%	410
2018 Q3	$1.3M	Buy	100,982 +61,088	+153%	+$819K	0.03%	460
2018 Q2	$542K	Sell	39,894 -29,413	-42%	-$397K	0.01%	615
2018 Q1	$938K	Buy	+69,307	New	+$992K	0.02%	518
2017 Q1	–	Sell	-15,176	Closed	-$217K	–	600
2016 Q4	$217K	Buy	+15,176	New	+$225K	0.01%	407

Other funds holding NKX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

LCM

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Curi RMB Capital's NKX Position: Q4 2020 in Review

Curi RMB Capital sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2020, closing a stake of 11,666 shares — an estimated $178K sold.

Curi RMB Capital first reported a position in NKX in Q4 2016 and held it in 8 quarters. The position peaked at $1.54M in Q4 2018. 59 funds tracked by Wall St. Rank hold NKX as of Q4 2020.

Curi RMB Capital reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
Curi RMB Capital sold 11,666 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2020, an estimated $178K.
Curi RMB Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 8 quarters.
Curi RMB Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.54M in Q4 2018.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2020.

Based on Curi RMB Capital's 13F filing for Q4 2020, filed 11 Feb 2021.