Optimum Investment Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Optimum Investment Advisors’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
2021 Q3	–	Sell	-1,025	Closed	-$17K	–	897
2021 Q2	$17K	Hold	1,025	–	–	0.01%	684
2021 Q1	$16K	Hold	1,025	–	–	﹤0.01%	702
2020 Q4	$16K	Hold	1,025	–	–	﹤0.01%	661
2020 Q3	$16K	Hold	1,025	–	–	0.01%	638
2020 Q2	$15K	Hold	1,025	–	–	0.01%	645
2020 Q1	$15K	Hold	1,025	–	–	0.01%	630
2019 Q4	$16K	Hold	1,025	–	–	﹤0.01%	706
2019 Q3	$15K	Hold	1,025	–	–	﹤0.01%	724
2019 Q2	$15K	Hold	1,025	–	–	﹤0.01%	723
2019 Q1	$14K	Hold	1,025	–	–	﹤0.01%	749
2018 Q4	$13K	Hold	1,025	–	–	﹤0.01%	717
2018 Q3	$13K	Hold	1,025	–	–	﹤0.01%	811
2018 Q2	$14K	Hold	1,025	–	–	﹤0.01%	797
2018 Q1	$14K	Buy	+1,025	New	+$14.7K	﹤0.01%	774
2015 Q1	$15K	Hold	1,025	–	–	﹤0.01%	746
2014 Q4	$15K	Hold	1,025	–	–	﹤0.01%	783
2014 Q3	$14K	Hold	1,025	–	–	﹤0.01%	709
2014 Q2	$14K	Hold	1,025	–	–	﹤0.01%	725
2014 Q1	$14K	Hold	1,025	–	–	0.01%	560
2013 Q4	$12K	Hold	1,025	–	–	﹤0.01%	588
2013 Q3	$13K	Buy	+1,025	New	+$12.6K	0.01%	553

Other funds holding NKX

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

PWSG

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

LCM

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

HWAM

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

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

Optimum Investment Advisors's NKX Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2021, closing a stake of 1,025 shares — an estimated $17K sold.

Optimum Investment Advisors first reported a position in NKX in Q3 2013 and held it in 21 quarters. The position peaked at $17K in Q2 2021. 60 funds tracked by Wall St. Rank hold NKX as of Q3 2021.

Optimum Investment Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 1,025 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2021, an estimated $17K.
Optimum Investment Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $17K in Q2 2021.
60 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.