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

Gradient 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
2023
Q3 		– Sell
-14,354
Closed -$166K – 141
2023
Q2 		$166K Hold
14,354
– – 0.07% 138
2023
Q1 		$167K Hold
14,354
– – 0.07% 137
2022
Q4 		$177K Buy
+14,354
New +$167K 0.08% 132

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HWAM
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Wells Fargo
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Gradient Capital Advisors's NKX Position: Q3 2023 in Review

Gradient Capital Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2023, closing a stake of 14,354 shares — an estimated $166K sold.

Gradient Capital Advisors first reported a position in NKX in Q4 2022 and held it in 3 quarters. The position peaked at $177K in Q4 2022. 61 funds tracked by Wall St. Rank hold NKX as of Q3 2023.

  • Gradient Capital Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2023 after selling out during the quarter.
  • Gradient Capital Advisors sold 14,354 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2023, an estimated $166K.
  • Gradient Capital Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2022 and held it in 3 quarters.
  • Gradient Capital Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $177K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2023.

Based on Gradient Capital Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.