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

Intersect Capital’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 Q2	–	Sell	-24,753	Closed	-$336K	–	410
2022 Q1	$336K	Sell	24,753 -5,948	-19%	-$85.5K	0.06%	295
2021 Q4	$486K	Hold	30,701	–	–	0.09%	203
2021 Q3	$503K	Hold	30,701	–	–	0.09%	189
2021 Q2	$500K	Hold	30,701	–	–	0.09%	182
2021 Q1	$474K	Sell	30,701 -3,096	-9%	-$47.7K	0.1%	179
2020 Q4	$533K	Buy	33,797 +19,026	+129%	+$293K	0.12%	126
2020 Q3	$226K	Hold	14,771	–	–	0.06%	209
2020 Q2	$221K	Hold	14,771	–	–	0.07%	169
2020 Q1	$209K	Hold	14,771	–	–	0.08%	151
2019 Q4	$225K	Buy	+14,771	New	+$224K	0.08%	150

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $6.56B AUM 35.09% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Intersect Capital's NKX Position: Q2 2022 in Review

Intersect Capital sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 24,753 shares — an estimated $336K sold.

Intersect Capital first reported a position in NKX in Q4 2019 and held it in 10 quarters. The position peaked at $533K in Q4 2020. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

Intersect Capital reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 24,753 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $336K.
Intersect Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 10 quarters.
Intersect Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $533K in Q4 2020.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.