Tarbox Family Office’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Tarbox Family Office’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
2022 Q3	–	Sell	-20,160	Closed	-$260K	–	98
2022 Q2	$260K	Buy	+20,160	New	+$263K	0.06%	92
2021 Q4	–	Sell	-20,160	Closed	-$330K	–	1161
2021 Q3	$330K	Hold	20,160	–	–	0.06%	106
2021 Q2	$329K	Buy	+20,160	New	+$320K	0.06%	111

Other funds holding NKX

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

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

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

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

LCM

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Tarbox Family Office's NKX Position: Q3 2022 in Review

Tarbox Family Office sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2022, closing a stake of 20,160 shares — an estimated $260K sold.

Tarbox Family Office first reported a position in NKX in Q2 2021 and held it in 3 quarters. The position peaked at $330K in Q3 2021. 56 funds tracked by Wall St. Rank hold NKX as of Q3 2022.

Tarbox Family Office reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Tarbox Family Office sold 20,160 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2022, an estimated $260K.
Tarbox Family Office first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 3 quarters.
Tarbox Family Office's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $330K in Q3 2021.
56 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2022.

Based on Tarbox Family Office's 13F filing for Q3 2022, filed 14 Oct 2022.