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Gupta Wealth Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$392K Hold
24,495
– – 0.09% 161
2015
Q4 		$376K Hold
24,495
– – 0.1% 168
2015
Q3 		$359K Buy
+24,495
New +$355K 0.09% 170

Other funds holding NKX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Gupta Wealth Management's NKX Position: Q1 2016 in Review

Gupta Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2016 at 24,495 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #161.

Gupta Wealth Management first reported a position in NKX in Q3 2015 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold NKX as of Q1 2016.

  • Gupta Wealth Management held 24,495 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $392K as of Q1 2016.
  • Gupta Wealth Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2016.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #161 holding.
  • Gupta Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2015 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.