KFA
NKG

Kelleher Financial Advisors’s Nuveen Georgia Quality Municipal Income Fund NKG Stock Holding History

Kelleher Financial Advisors’s Portfolio NKG Stock Details NKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-745
Closed -$10K – 216
2016
Q1 		$10K Buy
+745
New +$10.3K 0.01% 202

Other funds holding NKG

GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $431M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kelleher Financial Advisors's NKG Position: Q2 2016 in Review

Kelleher Financial Advisors sold out of Nuveen Georgia Quality Municipal Income Fund (NKG) in Q2 2016, closing a stake of 745 shares — an estimated $10K sold.

Kelleher Financial Advisors first reported a position in NKG in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 19 funds tracked by Wall St. Rank hold NKG as of Q2 2016.

  • Kelleher Financial Advisors reported no remaining Nuveen Georgia Quality Municipal Income Fund position as of Q2 2016 after selling out during the quarter.
  • Kelleher Financial Advisors sold 745 Nuveen Georgia Quality Municipal Income Fund shares in Q2 2016, an estimated $10K.
  • Kelleher Financial Advisors first reported a position in Nuveen Georgia Quality Municipal Income Fund in Q1 2016 and held it in 1 quarter.
  • Kelleher Financial Advisors's Nuveen Georgia Quality Municipal Income Fund position peaked at $10K in Q1 2016.
  • 19 funds tracked by Wall St. Rank held Nuveen Georgia Quality Municipal Income Fund as of Q2 2016.

Based on Kelleher Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.