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TFO Wealth Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

TFO Wealth Partners’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
2020
Q1 		– Sell
-410
Closed -$6K – 160
2019
Q4 		$6K Buy
+410
New +$6.21K 0.01% 130

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TFO Wealth Partners's NKX Position: Q1 2020 in Review

TFO Wealth Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2020, closing a stake of 410 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in NKX in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 64 funds tracked by Wall St. Rank hold NKX as of Q1 2020.

  • TFO Wealth Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 410 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $6K.
  • TFO Wealth Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $6K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.