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

Leisure 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
2025
Q1 		– Sell
-148,157
Closed -$1.87M – 147
2024
Q4 		$1.87M Sell
148,157
-27,831
-16% -$365K 0.73% 31
2024
Q3 		$2.39M Sell
175,988
-4,954
-3% -$65.6K 1.02% 25
2024
Q2 		$2.26M Buy
180,942
+7,768
+4% +$92.6K 1.05% 27
2024
Q1 		$2.1M Buy
173,174
+48,451
+39% +$560K 1.06% 26
2023
Q4 		$1.44M Sell
124,723
-74,045
-37% -$800K 0.78% 41
2023
Q3 		$2.04M Sell
198,768
-4,542
-2% -$50.6K 1.17% 24
2023
Q2 		$2.35M Buy
203,310
+22,885
+13% +$260K 1.29% 19
2023
Q1 		$2.1M Buy
180,425
+86,895
+93% +$1.05M 1.2% 19
2022
Q4 		$1.15M Sell
93,530
-109,356
-54% -$1.27M 0.59% 55
2022
Q3 		$2.4M Sell
202,886
-769
-0.4% -$10.2K 1.45% 14
2022
Q2 		$2.62M Sell
203,655
-11,798
-5% -$154K 1.36% 14
2022
Q1 		$2.92M Sell
215,453
-49,626
-19% -$713K 1.48% 14
2021
Q4 		$4.2M Buy
265,079
+26,400
+11% +$427K 1.93% 7
2021
Q3 		$3.91M Buy
238,679
+16,712
+8% +$275K 2.11% 6
2021
Q2 		$3.62M Buy
221,967
+2,616
+1% +$41.5K 2.02% 7
2021
Q1 		$3.39M Buy
219,351
+12,456
+6% +$192K 2.05% 7
2020
Q4 		$3.26M Buy
206,895
+21,308
+11% +$328K 2.12% 8
2020
Q3 		$2.83M Buy
185,587
+6,298
+4% +$96.7K 2.12% 7
2020
Q2 		$2.68M Buy
179,289
+9,345
+5% +$135K 2.16% 6
2020
Q1 		$2.41M Buy
169,944
+199
+0.1% +$3.02K 2.32% 6
2019
Q4 		$2.58M Buy
169,745
+2,233
+1% +$33.8K 2.07% 9
2019
Q3 		$2.53M Buy
+167,512
New +$2.53M 2.12% 8
2019
Q2 		– Hold
0
– – – 7
2019
Q1 		– Hold
0
– – – 8
2018
Q4 		– Hold
0
– – – 8
2018
Q3 		– Hold
0
– – – 8
2018
Q2 		– Hold
0
– – – 7
2018
Q1 		– Hold
0
– – – 10
2017
Q4 		– Hold
0
– – – 13
2017
Q3 		– Hold
0
– – – 13
2017
Q2 		– Hold
0
– – – 13
2017
Q1 		– Hold
0
– – – 21
2016
Q4 		– Hold
0
– – – 21
2016
Q3 		– Hold
0
– – – 7
2016
Q2 		– Hold
0
– – – 7
2016
Q1 		– Sell
-144,366
Closed -$2.27M – 10
2015
Q4 		$2.22M Buy
144,366
+9,942
+7% +$149K 2.02% 13
2015
Q3 		$1.97M Sell
134,424
-2,619
-2% -$37.9K 2.14% 12
2015
Q2 		$1.94M Buy
137,043
+6,004
+5% +$87.8K 1.92% 15
2015
Q1 		$1.96M Sell
131,039
-7,273
-5% -$108K 1.92% 18
2014
Q4 		$2.04M Buy
+138,312
New +$1.96M 1.96% 16

Other funds holding NKX

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Leisure Capital Management's NKX Position: Q1 2025 in Review

Leisure Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2025, closing a stake of 148,157 shares — an estimated $1.87M sold.

Leisure Capital Management first reported a position in NKX in Q4 2014 and held it in 27 quarters. The position peaked at $4.2M in Q4 2021. 66 funds tracked by Wall St. Rank hold NKX as of Q1 2025.

  • Leisure Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Leisure Capital Management sold 148,157 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $1.87M.
  • Leisure Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2014 and held it in 27 quarters.
  • Leisure Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $4.2M in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Leisure Capital Management's 13F filing for Q1 2025, filed 9 May 2025.