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North Star Investment Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

North Star Investment 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
Q4 		– Sell
-5,750
Closed -$72.7K – 1079
2018
Q3 		$74K Hold
5,750
– – 0.01% 490
2018
Q2 		$78K Hold
5,750
– – 0.01% 486
2018
Q1 		$78K Hold
5,750
– – 0.01% 480
2017
Q4 		$88K Hold
5,750
– – 0.01% 449
2017
Q3 		$91K Hold
5,750
– – 0.01% 447
2017
Q2 		$90K Hold
5,750
– – 0.01% 446
2017
Q1 		$85K Hold
5,750
– – 0.01% 445
2016
Q4 		$82K Sell
5,750
-13,350
-70% -$198K 0.01% 419
2016
Q3 		$317K Hold
19,100
– – 0.06% 253
2016
Q2 		$325K Hold
19,100
– – 0.06% 253
2016
Q1 		$306K Hold
19,100
– – 0.06% 251
2015
Q4 		$293K Hold
19,100
– – 0.06% 255
2015
Q3 		$280K Hold
19,100
– – 0.06% 256
2015
Q2 		$271K Buy
+19,100
New +$279K 0.05% 258

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

North Star Investment Management's NKX Position: Q4 2018 in Review

North Star Investment Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2018, closing a stake of 5,750 shares — an estimated $72.7K sold.

North Star Investment Management first reported a position in NKX in Q2 2015 and held it in 14 quarters. The position peaked at $325K in Q2 2016. 58 funds tracked by Wall St. Rank hold NKX as of Q4 2018.

  • North Star Investment Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2018 after selling out during the quarter.
  • North Star Investment Management sold 5,750 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2018, an estimated $72.7K.
  • North Star Investment Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2015 and held it in 14 quarters.
  • North Star Investment Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $325K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2018.

Based on North Star Investment Management's 13F filing for Q4 2018, filed 7 Jan 2019.