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Gamble Jones Investment Counsel’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Gamble Jones Investment Counsel’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
Q4 		$271K Hold
22,046
– – 0.02% 173
2022
Q3 		$260K Hold
22,046
– – 0.02% 173
2022
Q2 		$284K Hold
22,046
– – 0.02% 174
2022
Q1 		$299K Hold
22,046
– – 0.02% 183
2021
Q4 		$349K Hold
22,046
– – 0.02% 178
2021
Q3 		$361K Hold
22,046
– – 0.02% 171
2021
Q2 		$359K Hold
22,046
– – 0.02% 176
2021
Q1 		$341K Buy
+22,046
New +$339K 0.02% 177
2018
Q3 		– Hold
0
– – – 207
2018
Q2 		– Hold
0
– – – 199
2018
Q1 		– Hold
0
– – – 200
2017
Q4 		– Hold
0
– – – 193
2017
Q3 		– Hold
0
– – – 187

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Gamble Jones Investment Counsel's NKX Position: Q4 2022 in Review

Gamble Jones Investment Counsel held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q4 2022 at 22,046 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #173.

Gamble Jones Investment Counsel first reported a position in NKX in Q1 2021 and has held it in 8 quarters since. The position peaked at $361K in Q3 2021. 63 funds tracked by Wall St. Rank hold NKX as of Q4 2022.

  • Gamble Jones Investment Counsel held 22,046 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $271K as of Q4 2022.
  • Gamble Jones Investment Counsel left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q4 2022.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.02% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #173 holding.
  • Gamble Jones Investment Counsel first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2021 and has held it in 8 quarters since.
  • Gamble Jones Investment Counsel's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $361K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.