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

IFP 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
2019
Q1 		– Sell
-4,907
Closed -$62K – 3046
2018
Q4 		$62K Sell
4,907
-2,824
-37% -$35.7K ﹤0.01% 1486
2018
Q3 		$99K Sell
7,731
-4,549
-37% -$61K ﹤0.01% 1477
2018
Q2 		$167K Buy
12,280
+134
+1% +$1.81K 0.01% 1173
2018
Q1 		$187K Hold
12,146
– – 0.01% 1024
2017
Q4 		$187K Sell
12,146
-9,438
-44% -$147K 0.01% 1029
2017
Q3 		$340K Buy
21,584
+64
+0.3% +$1.01K 0.01% 866
2017
Q2 		$335K Buy
21,520
+53
+0.2% +$805 0.01% 855
2017
Q1 		$316K Buy
21,467
+54
+0.3% +$786 0.01% 877
2016
Q4 		$306K Buy
21,413
+784
+4% +$11.6K 0.01% 842
2016
Q3 		$343K Sell
20,629
-8,946
-30% -$153K 0.02% 741
2016
Q2 		$504K Buy
+29,575
New +$483K 0.03% 539
2016
Q1 		– Sell
-26,038
Closed -$400K – 3042
2015
Q4 		$400K Buy
+26,038
New +$389K 0.03% 553

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFP Advisors's NKX Position: Q1 2019 in Review

IFP Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2019, closing a stake of 4,907 shares — an estimated $62K sold.

IFP Advisors first reported a position in NKX in Q4 2015 and held it in 12 quarters. The position peaked at $504K in Q2 2016. 59 funds tracked by Wall St. Rank hold NKX as of Q1 2019.

  • IFP Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 4,907 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2019, an estimated $62K.
  • IFP Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $504K in Q2 2016.
  • 59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.