First Allied Advisory Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

First Allied Advisory Services’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 Q3	$408K	Sell	26,699 -498	-2%	-$7.65K	0.01%	779
2020 Q2	$406K	Sell	27,197 -366	-1%	-$5.27K	0.02%	717
2020 Q1	$390K	Sell	27,563 -270	-1%	-$4.09K	0.02%	675
2019 Q4	$422K	Hold	27,833	–	–	0.01%	778
2019 Q3	$421K	Sell	27,833 -2,550	-8%	-$38.5K	0.02%	745
2019 Q2	$444K	Sell	30,383 -1,458	-5%	-$20.7K	0.02%	724
2019 Q1	$443K	Hold	31,841	–	–	0.02%	713
2018 Q4	$401K	Sell	31,841 -625	-2%	-$7.9K	0.02%	674
2018 Q3	$417K	Buy	32,466 +14,329	+79%	+$192K	0.01%	776
2018 Q2	$247K	Sell	18,137 -14,662	-45%	-$198K	0.01%	967
2018 Q1	$445K	Sell	32,799 -996	-3%	-$14.3K	0.02%	713
2017 Q4	$521K	Buy	33,795 +2,621	+8%	+$40.8K	0.02%	630
2017 Q3	$491K	Hold	31,174	–	–	0.02%	628
2017 Q2	$486K	Buy	31,174 +15,378	+97%	+$233K	0.02%	625
2017 Q1	$233K	Sell	15,796 -5,428	-26%	-$79K	0.01%	916
2016 Q4	$304K	Buy	21,224 +4,083	+24%	+$60.4K	0.02%	776
2016 Q3	$285K	Sell	17,141 -917	-5%	-$15.6K	0.02%	772
2016 Q2	$306K	Buy	18,058 +7,615	+73%	+$124K	0.02%	733
2016 Q1	$168K	Hold	10,443	–	–	0.01%	929
2015 Q4	$162K	Hold	10,443	–	–	0.01%	1014
2015 Q3	$152K	Sell	10,443 -1,044	-9%	-$15.1K	0.01%	968
2015 Q2	$164K	Buy	11,487 +281	+3%	+$4.11K	0.01%	1058
2015 Q1	$165K	Sell	11,206 -94	-0.8%	-$1.39K	0.01%	990
2014 Q4	$166K	Sell	11,300 -7,945	-41%	-$113K	0.01%	957
2014 Q3	$268K	Buy	19,245 +835	+5%	+$11.5K	0.02%	782
2014 Q2	$251K	Buy	+18,410	New	+$250K	0.02%	782
2013 Q4	–	Sell	-11,998	Closed	-$141K	–	1018
2013 Q3	$141K	Sell	11,998 -200	-2%	-$2.46K	0.01%	921
2013 Q2	$161K	Buy	+12,198	New	+$172K	0.01%	861

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

RCM

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

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

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

First Allied Advisory Services's NKX Position: Q3 2020 in Review

First Allied Advisory Services reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 1.8% in Q3 2020, selling an estimated $7.65K and leaving 26,699 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #779.

First Allied Advisory Services first reported a position in NKX in Q2 2013 and has held it in 28 quarters since. The position peaked at $521K in Q4 2017. 61 funds tracked by Wall St. Rank hold NKX as of Q3 2020.

First Allied Advisory Services held 26,699 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $408K as of Q3 2020.
First Allied Advisory Services sold 498 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2020, an estimated $7.65K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #779 holding.
First Allied Advisory Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 28 quarters since.
First Allied Advisory Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $521K in Q4 2017.
61 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.