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

Mission Wealth 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
2018 Q1	–	Sell	-10,138	Closed	-$156K	–	253
2017 Q4	$156K	Hold	10,138	–	–	0.03%	222
2017 Q3	$160K	Hold	10,138	–	–	0.03%	196
2017 Q2	$158K	Hold	10,138	–	–	0.03%	182
2017 Q1	$149K	Buy	+10,138	New	+$148K	0.03%	184
2016 Q2	–	Sell	-10,138	Closed	-$162K	–	171
2016 Q1	$162K	Buy	+10,138	New	+$159K	0.04%	150

Other funds holding NKX

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

AAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Mission Wealth Management's NKX Position: Q1 2018 in Review

Mission Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2018, closing a stake of 10,138 shares — an estimated $156K sold.

Mission Wealth Management first reported a position in NKX in Q1 2016 and held it in 5 quarters. The position peaked at $162K in Q1 2016. 48 funds tracked by Wall St. Rank hold NKX as of Q1 2018.

Mission Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
Mission Wealth Management sold 10,138 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $156K.
Mission Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2016 and held it in 5 quarters.
Mission Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $162K in Q1 2016.
48 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on Mission Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.