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Stonnington Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Stonnington Group’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
Q4 		– Sell
-10,000
Closed -$162K – 268
2021
Q3 		$162K Hold
10,000
– – 0.04% 252
2021
Q2 		$165K Sell
10,000
-368
-4% -$5.84K 0.04% 270
2021
Q1 		$162K Buy
+10,368
New +$160K 0.04% 248

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stonnington Group's NKX Position: Q4 2021 in Review

Stonnington Group sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2021, closing a stake of 10,000 shares — an estimated $162K sold.

Stonnington Group first reported a position in NKX in Q1 2021 and held it in 3 quarters. The position peaked at $165K in Q2 2021. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2021.

  • Stonnington Group reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2021 after selling out during the quarter.
  • Stonnington Group sold 10,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2021, an estimated $162K.
  • Stonnington Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 3 quarters.
  • Stonnington Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $165K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2021.

Based on Stonnington Group's 13F filing for Q4 2021, filed 12 Jan 2022.