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Laurel Wealth Advisors (California)’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-91,450
Closed -$1.38M – 475
2019
Q3 		$1.38M Buy
+91,450
New +$1.38M 0.24% 109

Other funds holding NKX

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GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NKX Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2019, closing a stake of 91,450 shares — an estimated $1.38M sold.

Laurel Wealth Advisors (California) first reported a position in NKX in Q3 2019 and held it in 1 quarter. The position peaked at $1.38M in Q3 2019. 66 funds tracked by Wall St. Rank hold NKX as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 91,450 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2019, an estimated $1.38M.
  • Laurel Wealth Advisors (California) first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.38M in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.