Mariner Independent Advisor Network’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.36M	Sell	199,757 -17,436	-8%	-$232K	0.1%	205
2022 Q2	$2.8M	Buy	+217,193	New	+$2.84M	0.12%	183
2020 Q1	–	Sell	-29,854	Closed	-$454K	–	389
2019 Q4	$454K	Hold	29,854	–	–	0.03%	325
2019 Q3	$451K	Hold	29,854	–	–	0.03%	326
2019 Q2	$437K	Hold	29,854	–	–	0.03%	324
2019 Q1	$416K	Hold	29,854	–	–	0.04%	316
2018 Q4	$391K	Buy	29,854 +1,815	+6%	+$22.9K	0.03%	313
2018 Q3	$359K	Buy	+28,039	New	+$376K	0.04%	206

Other funds holding NKX

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

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

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

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

HWAM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's NKX Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 8% in Q3 2022, selling an estimated $232K and leaving 199,757 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #205.

Mariner Independent Advisor Network first reported a position in NKX in Q3 2018 and has held it in 8 quarters since. The position peaked at $2.8M in Q2 2022. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Mariner Independent Advisor Network held 199,757 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $2.36M as of Q3 2022.
Mariner Independent Advisor Network sold 17,436 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $232K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #205 holding.
Mariner Independent Advisor Network first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2018 and has held it in 8 quarters since.
Mariner Independent Advisor Network's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.8M in Q2 2022.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.