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

First Trust 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
2018 Q1	–	Sell	-10,851	Closed	-$167K	–	2357
2017 Q4	$167K	Sell	10,851 -61	-0.6%	-$949	﹤0.01%	2342
2017 Q3	$172K	Sell	10,912 -967	-8%	-$15.3K	﹤0.01%	2348
2017 Q2	$185K	Buy	11,879 +1,694	+17%	+$25.7K	﹤0.01%	2299
2017 Q1	$150K	Buy	+10,185	New	+$148K	﹤0.01%	2342
2014 Q2	–	Sell	-10,870	Closed	-$145K	–	2266
2014 Q1	$145K	Buy	+10,870	New	+$140K	﹤0.01%	2212

Other funds holding NKX

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LCM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

First Trust Advisors's NKX Position: Q1 2018 in Review

First Trust Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2018, closing a stake of 10,851 shares — an estimated $167K sold.

First Trust Advisors first reported a position in NKX in Q1 2014 and held it in 5 quarters. The position peaked at $185K in Q2 2017. 48 funds tracked by Wall St. Rank hold NKX as of Q1 2018.

First Trust Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
First Trust Advisors sold 10,851 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $167K.
First Trust Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2014 and held it in 5 quarters.
First Trust Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $185K in Q2 2017.
48 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on First Trust Advisors's 13F filing for Q1 2018, filed 23 Apr 2018.