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

Kennicott Capital 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
2023 Q2	–	Sell	-13,526	Closed	-$157K	–	42
2023 Q1	$157K	Buy	+13,526	New	+$163K	0.1%	41
2022 Q4	–	Sell	-12,038	Closed	-$142K	–	40
2022 Q3	$142K	Hold	12,038	–	–	0.11%	41
2022 Q2	$155K	Sell	12,038 -23,499	-66%	-$307K	0.12%	39
2022 Q1	$482K	Buy	+35,537	New	+$511K	0.28%	35

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kennicott Capital Management's NKX Position: Q2 2023 in Review

Kennicott Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2023, closing a stake of 13,526 shares — an estimated $157K sold.

Kennicott Capital Management first reported a position in NKX in Q1 2022 and held it in 4 quarters. The position peaked at $482K in Q1 2022. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2023.

Kennicott Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
Kennicott Capital Management sold 13,526 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2023, an estimated $157K.
Kennicott Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Kennicott Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $482K in Q1 2022.
64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2023.

Based on Kennicott Capital Management's 13F filing for Q2 2023, filed 9 Aug 2023.