Danda Trouve Investment Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Danda Trouve Investment 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
2020 Q2	–	Sell	-7,838	Closed	-$111K	–	167
2020 Q1	$111K	Buy	7,838 +77	+1%	+$1.17K	0.23%	34
2019 Q4	$118K	Buy	+7,761	New	+$118K	0.17%	39

Other funds holding NKX

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

FFA

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

LCM

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

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Danda Trouve Investment Management's NKX Position: Q2 2020 in Review

Danda Trouve Investment Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2020, closing a stake of 7,838 shares — an estimated $111K sold.

Danda Trouve Investment Management first reported a position in NKX in Q4 2019 and held it in 2 quarters. The position peaked at $118K in Q4 2019. 56 funds tracked by Wall St. Rank hold NKX as of Q2 2020.

Danda Trouve Investment Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Danda Trouve Investment Management sold 7,838 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $111K.
Danda Trouve Investment Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 2 quarters.
Danda Trouve Investment Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $118K in Q4 2019.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Danda Trouve Investment Management's 13F filing for Q2 2020, filed 3 Aug 2020.