ECM
NKX icon

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

Evergreen Capital 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
2021
Q2 		– Sell
-15,496
Closed -$239K – 545
2021
Q1 		$239K Sell
15,496
-318
-2% -$4.9K 0.01% 440
2020
Q4 		$249K Buy
15,814
+1,641
+12% +$25.3K 0.01% 378
2020
Q3 		$216K Sell
14,173
-1,636
-10% -$25.1K 0.01% 378
2020
Q2 		$236K Buy
15,809
+4
+0% +$58 0.02% 338
2020
Q1 		$224K Buy
15,805
+3
+0% +$45 0.02% 315
2019
Q4 		$240K Buy
15,802
+3
+0% +$45 0.02% 394
2019
Q3 		$239K Buy
15,799
+3
+0% +$45 0.02% 355
2019
Q2 		$231K Buy
+15,796
New +$224K 0.02% 358
2019
Q1 		– Hold
0
– – – 343
2018
Q4 		– Hold
0
– – – 346
2018
Q3 		– Hold
0
– – – 368
2018
Q2 		– Hold
0
– – – 333

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Evergreen Capital Management's NKX Position: Q2 2021 in Review

Evergreen Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2021, closing a stake of 15,496 shares — an estimated $239K sold.

Evergreen Capital Management first reported a position in NKX in Q2 2019 and held it in 8 quarters. The position peaked at $249K in Q4 2020. 66 funds tracked by Wall St. Rank hold NKX as of Q2 2021.

  • Evergreen Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
  • Evergreen Capital Management sold 15,496 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $239K.
  • Evergreen Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 8 quarters.
  • Evergreen Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $249K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Evergreen Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.