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

First Foundation Advisors’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 Q1	–	Sell	-11,916	Closed	-$189K	–	447
2021 Q4	$189K	Sell	11,916 -41,736	-78%	-$675K	0.01%	424
2021 Q3	$879K	Sell	53,652 -72,098	-57%	-$1.19M	0.03%	212
2021 Q2	$2.05M	Sell	125,750 -17,628	-12%	-$280K	0.08%	142
2021 Q1	$2.21M	Sell	143,378 -14,364	-9%	-$221K	0.1%	126
2020 Q4	$2.49M	Sell	157,742 -21,040	-12%	-$324K	0.11%	114
2020 Q3	$2.73M	Sell	178,782 -14,772	-8%	-$227K	0.13%	95
2020 Q2	$2.89M	Buy	193,554 +3,982	+2%	+$57.3K	0.15%	86
2020 Q1	$2.68M	Buy	189,572 +9,321	+5%	+$141K	0.16%	87
2019 Q4	$2.74M	Buy	180,251 +17,179	+11%	+$260K	0.14%	108
2019 Q3	$2.47M	Buy	163,072 +52,374	+47%	+$791K	0.13%	101
2019 Q2	$1.62M	Sell	110,698 -4,155	-4%	-$59K	0.09%	138
2019 Q1	$1.6M	Buy	114,853 +74,728	+186%	+$1M	0.09%	136
2018 Q4	$509K	Buy	40,125 +27,863	+227%	+$352K	0.03%	257
2018 Q3	$158K	Sell	12,262 -4,420	-26%	-$59.3K	0.01%	337
2018 Q2	$227K	Buy	16,682 +6,049	+57%	+$81.7K	0.01%	297
2018 Q1	$144K	Buy	+10,633	New	+$152K	0.01%	303

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Foundation Advisors's NKX Position: Q1 2022 in Review

First Foundation Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2022, closing a stake of 11,916 shares — an estimated $189K sold.

First Foundation Advisors first reported a position in NKX in Q1 2018 and held it in 16 quarters. The position peaked at $2.89M in Q2 2020. 69 funds tracked by Wall St. Rank hold NKX as of Q1 2022.

First Foundation Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 11,916 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $189K.
First Foundation Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2018 and held it in 16 quarters.
First Foundation Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.89M in Q2 2020.
69 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.