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

Stevens First Principles 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
2016 Q2	–	Sell	-78	Closed	-$1K	–	149
2016 Q1	$1K	Hold	78	–	–	﹤0.01%	138
2015 Q4	$1K	Buy	+78	New	+$1.17K	﹤0.01%	173

Other funds holding NKX

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Stevens First Principles Investment Advisors's NKX Position: Q2 2016 in Review

Stevens First Principles Investment Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2016, closing a stake of 78 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in NKX in Q4 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 42 funds tracked by Wall St. Rank hold NKX as of Q2 2016.

Stevens First Principles Investment Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2016 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 78 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2016, an estimated $1K.
Stevens First Principles Investment Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2015 and held it in 2 quarters.
Stevens First Principles Investment Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1K in Q1 2016.
42 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2016, filed 28 Jul 2016.