Sowell Financial Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,312	Closed	-$21K	–	1955
2021 Q1	$21K	Hold	1,312	–	–	﹤0.01%	2052
2020 Q4	$21K	Hold	1,312	–	–	﹤0.01%	1725
2020 Q3	$20K	Hold	1,312	–	–	﹤0.01%	1564
2020 Q2	$20K	Hold	1,312	–	–	﹤0.01%	1463
2020 Q1	$19K	Hold	1,312	–	–	﹤0.01%	1416
2019 Q4	$20K	Hold	1,312	–	–	﹤0.01%	1438
2019 Q3	$20K	Buy	+1,312	New	+$19.8K	﹤0.01%	1282

Other funds holding NKX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

PWSG

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

LCM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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 $6.56B AUM 35.09% 1-Year Est. Return

Sowell Financial Services's NKX Position: Q2 2021 in Review

Sowell Financial Services sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2021, closing a stake of 1,312 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in NKX in Q3 2019 and held it in 7 quarters. The position peaked at $21K in Q1 2021. 66 funds tracked by Wall St. Rank hold NKX as of Q2 2021.

Sowell Financial Services reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,312 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2021, an estimated $21K.
Sowell Financial Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $21K in Q1 2021.
66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.