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

Edge 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
2020 Q2	–	Sell	-1,375	Closed	-$19K	–	699
2020 Q1	$19K	Hold	1,375	–	–	﹤0.01%	325
2019 Q4	$21K	Hold	1,375	–	–	﹤0.01%	331
2019 Q3	$20K	Hold	1,375	–	–	﹤0.01%	333
2019 Q2	$20K	Hold	1,375	–	–	﹤0.01%	340
2019 Q1	$19K	Sell	1,375 -510	-27%	-$6.84K	﹤0.01%	337
2018 Q4	$24K	Sell	1,885 -5,000	-73%	-$63.2K	0.01%	309
2018 Q3	$89K	Hold	6,885	–	–	0.02%	207
2018 Q2	$93K	Buy	6,885 +5,000	+265%	+$67.5K	0.02%	196
2018 Q1	$26K	Buy	1,885 +350	+23%	+$5.01K	0.01%	281
2017 Q4	$23K	Sell	1,535 -1,847	-55%	-$28.7K	0.01%	299
2017 Q3	$53K	Sell	3,382 -2,045	-38%	-$32.4K	0.02%	216
2017 Q2	$84K	Sell	5,427 -8,091	-60%	-$123K	0.03%	185
2017 Q1	$199K	Buy	13,518 +3,396	+34%	+$49.4K	0.07%	122
2016 Q4	$144K	Buy	+10,122	New	+$150K	0.05%	129
2015 Q3	–	Sell	-4,100	Closed	-$58K	–	478
2015 Q2	$58K	Sell	4,100 -1,300	-24%	-$19K	0.02%	176
2015 Q1	$81K	Hold	5,400	–	–	0.03%	151
2014 Q4	$80K	Hold	5,400	–	–	0.03%	163
2014 Q3	$75K	Hold	5,400	–	–	0.03%	156
2014 Q2	$74K	Hold	5,400	–	–	0.03%	155
2014 Q1	$72K	Hold	5,400	–	–	0.03%	150
2013 Q4	$66K	Buy	5,400 +1,900	+54%	+$23.2K	0.03%	151
2013 Q3	$43K	Buy	+3,500	New	+$43K	0.03%	154

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 $286M AUM 26.75% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

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

Edge Wealth Management's NKX Position: Q2 2020 in Review

Edge Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2020, closing a stake of 1,375 shares — an estimated $19K sold.

Edge Wealth Management first reported a position in NKX in Q3 2013 and held it in 22 quarters. The position peaked at $199K in Q1 2017. 56 funds tracked by Wall St. Rank hold NKX as of Q2 2020.

Edge Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 1,375 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2020, an estimated $19K.
Edge Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2013 and held it in 22 quarters.
Edge Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $199K in Q1 2017.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.