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

Summit Trail 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
Q1 		– Sell
-10,665
Closed -$123K – 632
2023
Q4 		$123K Buy
+10,665
New +$115K ﹤0.01% 534

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Summit Trail Advisors's NKX Position: Q1 2024 in Review

Summit Trail Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2024, closing a stake of 10,665 shares — an estimated $123K sold.

Summit Trail Advisors first reported a position in NKX in Q4 2023 and held it in 1 quarter. The position peaked at $123K in Q4 2023. 70 funds tracked by Wall St. Rank hold NKX as of Q1 2024.

  • Summit Trail Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 10,665 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $123K.
  • Summit Trail Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Summit Trail Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $123K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Summit Trail Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.