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Paloma Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Paloma Partners’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
2013
Q4 		– Sell
-11,300
Closed -$139K – 1139
2013
Q3 		$139K Sell
11,300
-500
-4% -$6.14K 0.01% 825
2013
Q2 		$159K Buy
+11,800
New +$166K 0.01% 1007

Other funds holding NKX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Paloma Partners's NKX Position: Q4 2013 in Review

Paloma Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2013, closing a stake of 11,300 shares — an estimated $139K sold.

Paloma Partners first reported a position in NKX in Q2 2013 and held it in 2 quarters. The position peaked at $159K in Q2 2013. 42 funds tracked by Wall St. Rank hold NKX as of Q4 2013.

  • Paloma Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 11,300 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2013, an estimated $139K.
  • Paloma Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $159K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.