Security National Trust’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Security National Trust’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
2018 Q1	–	Sell	-18,764	Closed	-$288K	–	398
2017 Q4	$288K	Hold	18,764	–	–	0.09%	138
2017 Q3	$296K	Hold	18,764	–	–	0.1%	138
2017 Q2	$292K	Hold	18,764	–	–	0.1%	146
2017 Q1	$277K	Hold	18,764	–	–	0.09%	152
2016 Q4	$269K	Hold	18,764	–	–	0.1%	150
2016 Q3	$312K	Hold	18,764	–	–	0.11%	135
2016 Q2	$320K	Hold	18,764	–	–	0.12%	134
2016 Q1	$301K	Hold	18,764	–	–	0.11%	138
2015 Q4	$288K	Hold	18,764	–	–	0.11%	142
2015 Q3	$275K	Hold	18,764	–	–	0.11%	151
2015 Q2	$266K	Hold	18,764	–	–	0.1%	164
2015 Q1	$280K	Hold	18,764	–	–	0.1%	162
2014 Q4	$277K	Hold	18,764	–	–	0.1%	159
2014 Q3	$261K	Hold	18,764	–	–	0.11%	152
2014 Q2	$256K	Buy	18,764 +4,398	+31%	+$59.7K	0.1%	158
2014 Q1	$191K	Buy	+14,366	New	+$185K	0.08%	175

Other funds holding NKX

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PWSG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Security National Trust's NKX Position: Q1 2018 in Review

Security National Trust sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2018, closing a stake of 18,764 shares — an estimated $288K sold.

Security National Trust first reported a position in NKX in Q1 2014 and held it in 16 quarters. The position peaked at $320K in Q2 2016. 48 funds tracked by Wall St. Rank hold NKX as of Q1 2018.

Security National Trust reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2018 after selling out during the quarter.
Security National Trust sold 18,764 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2018, an estimated $288K.
Security National Trust first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2014 and held it in 16 quarters.
Security National Trust's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $320K in Q2 2016.
48 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2018.

Based on Security National Trust's 13F filing for Q1 2018, filed 4 May 2018.