Saba Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Saba Capital 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
2023 Q4	–	Sell	-14,902	Closed	-$153K	–	520
2023 Q3	$153K	Hold	14,902	–	–	﹤0.01%	307
2023 Q2	$172K	Buy	+14,902	New	+$169K	﹤0.01%	340
2019 Q1	–	Sell	-35,594	Closed	-$451K	–	144
2018 Q4	$451K	Buy	+35,594	New	+$450K	0.02%	141

Other funds holding NKX

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

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

AAM

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

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Saba Capital Management's NKX Position: Q4 2023 in Review

Saba Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2023, closing a stake of 14,902 shares — an estimated $153K sold.

Saba Capital Management first reported a position in NKX in Q4 2018 and held it in 3 quarters. The position peaked at $451K in Q4 2018. 67 funds tracked by Wall St. Rank hold NKX as of Q4 2023.

Saba Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Saba Capital Management sold 14,902 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $153K.
Saba Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2018 and held it in 3 quarters.
Saba Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $451K in Q4 2018.
67 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.