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

Simon Quick 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
2024
Q2 		– Sell
-13,126
Closed -$159K – 434
2024
Q1 		$159K Buy
13,126
+1,874
+17% +$21.7K 0.01% 392
2023
Q4 		$130K Buy
+11,252
New +$122K 0.01% 331

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simon Quick Advisors's NKX Position: Q2 2024 in Review

Simon Quick Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2024, closing a stake of 13,126 shares — an estimated $159K sold.

Simon Quick Advisors first reported a position in NKX in Q4 2023 and held it in 2 quarters. The position peaked at $159K in Q1 2024. 64 funds tracked by Wall St. Rank hold NKX as of Q2 2024.

  • Simon Quick Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 13,126 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2024, an estimated $159K.
  • Simon Quick Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Simon Quick Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $159K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.