PFG
NKX icon

Pacific Financial Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-176
Closed -$3K – 138
2014
Q4 		$3K Buy
+176
New +$2.5K ﹤0.01% 196

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Financial Group's NKX Position: Q1 2015 in Review

Pacific Financial Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2015, closing a stake of 176 shares — an estimated $3K sold.

Pacific Financial Group first reported a position in NKX in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 47 funds tracked by Wall St. Rank hold NKX as of Q1 2015.

  • Pacific Financial Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 176 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2015, an estimated $3K.
  • Pacific Financial Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $3K in Q4 2014.
  • 47 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.