First American Trust’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

First American Trust’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
2022 Q2	–	Sell	-19,535	Closed	-$265K	–	169
2022 Q1	$265K	Hold	19,535	–	–	0.04%	138
2021 Q4	$309K	Hold	19,535	–	–	0.04%	134
2021 Q3	$320K	Hold	19,535	–	–	0.05%	131
2021 Q2	$318K	Hold	19,535	–	–	0.05%	125
2021 Q1	$302K	Hold	19,535	–	–	0.05%	132
2020 Q4	$308K	Hold	19,535	–	–	0.05%	123
2020 Q3	$298K	Buy	+19,535	New	+$300K	0.05%	114

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $6.56B AUM 35.09% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LCM

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

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

First American Trust's NKX Position: Q2 2022 in Review

First American Trust sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 19,535 shares — an estimated $265K sold.

First American Trust first reported a position in NKX in Q3 2020 and held it in 7 quarters. The position peaked at $320K in Q3 2021. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

First American Trust reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
First American Trust sold 19,535 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $265K.
First American Trust first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2020 and held it in 7 quarters.
First American Trust's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $320K in Q3 2021.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on First American Trust's 13F filing for Q2 2022, filed 19 Jul 2022.