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

Lindbrook 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
2023 Q1	–	Sell	-24,753	Closed	-$304K	–	2868
2022 Q4	$304K	Hold	24,753	–	–	0.04%	250
2022 Q3	$292K	Hold	24,753	–	–	0.05%	213
2022 Q2	$319K	Buy	+24,753	New	+$323K	0.05%	210
2020 Q1	–	Sell	-2,500	Closed	-$38K	–	1800
2019 Q4	$38K	Hold	2,500	–	–	0.01%	526
2019 Q3	$38K	Sell	2,500 -2,500	-50%	-$37.8K	0.01%	503
2019 Q2	$73K	Buy	5,000 +3,000	+150%	+$42.6K	0.03%	301
2019 Q1	$27K	Hold	2,000	–	–	0.01%	600
2018 Q4	$25K	Buy	+2,000	New	+$25.3K	0.01%	535

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

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

BZWA

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

LCM

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

Lindbrook Capital's NKX Position: Q1 2023 in Review

Lindbrook Capital sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2023, closing a stake of 24,753 shares — an estimated $304K sold.

Lindbrook Capital first reported a position in NKX in Q4 2018 and held it in 8 quarters. The position peaked at $319K in Q2 2022. 69 funds tracked by Wall St. Rank hold NKX as of Q1 2023.

Lindbrook Capital reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 24,753 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2023, an estimated $304K.
Lindbrook Capital first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 8 quarters.
Lindbrook Capital's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $319K in Q2 2022.
69 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.