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

Realta 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
2020
Q1 		– Sell
-2,067
Closed -$31K – 1003
2019
Q4 		$31K Buy
2,067
+14
+0.7% +$212 0.01% 796
2019
Q3 		$31K Buy
+2,053
New +$31K 0.01% 793

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PWSG
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FFA
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LCM
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AAM
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Realta Investment Advisors's NKX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2020, closing a stake of 2,067 shares — an estimated $31K sold.

Realta Investment Advisors first reported a position in NKX in Q3 2019 and held it in 2 quarters. The position peaked at $31K in Q4 2019. 64 funds tracked by Wall St. Rank hold NKX as of Q1 2020.

  • Realta Investment Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,067 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $31K.
  • Realta Investment Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $31K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.