Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FCA
FLC Capital Advisors’s
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
Stock Holding History
FLC Capital 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
2026
Q1
$212K
Hold
17,850
–
–
0.04%
211
2025
Q4
$222K
Hold
17,850
–
–
0.04%
200
2025
Q3
$226K
Hold
17,850
–
–
0.04%
188
2025
Q2
$210K
Hold
17,850
–
–
0.04%
189
2025
Q1
$225K
Hold
17,850
–
–
0.05%
168
2024
Q4
$226K
Buy
17,850
+7,850
+79%
+$103K
0.05%
159
2024
Q3
$136K
Hold
10,000
–
–
0.03%
171
2024
Q2
$125K
Hold
10,000
–
–
0.03%
168
2024
Q1
$122K
Buy
+10,000
New
+$116K
0.03%
164
Other funds holding NKX
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
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
DWM
DKM Wealth Management
Stockton, California
$139M AUM
18.91%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close