Tradewinds Capital Management’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Tradewinds Capital Management’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 Q2	–	Sell	-1,375	Closed	-$19K	–	664
2022 Q1	$19K	Hold	1,375	–	–	﹤0.01%	378
2021 Q4	$22K	Hold	1,375	–	–	﹤0.01%	360
2021 Q3	$23K	Hold	1,375	–	–	﹤0.01%	348
2021 Q2	$22K	Hold	1,375	–	–	﹤0.01%	355
2021 Q1	$21K	Hold	1,375	–	–	﹤0.01%	341
2020 Q4	$22K	Hold	1,375	–	–	﹤0.01%	312
2020 Q3	$21K	Hold	1,375	–	–	0.01%	298
2020 Q2	$21K	Hold	1,375	–	–	0.01%	286
2020 Q1	$19K	Hold	1,375	–	–	0.01%	268
2019 Q4	$21K	Hold	1,375	–	–	0.01%	295
2019 Q3	$21K	Hold	1,375	–	–	0.01%	268
2019 Q2	$20K	Hold	1,375	–	–	0.01%	273
2019 Q1	$19K	Hold	1,375	–	–	0.01%	290
2018 Q4	$17K	Hold	1,375	–	–	0.01%	302
2018 Q3	$18K	Hold	1,375	–	–	0.01%	332
2018 Q2	$19K	Hold	1,375	–	–	0.01%	318
2018 Q1	$19K	Hold	1,375	–	–	0.01%	308
2017 Q4	$21K	Hold	1,375	–	–	0.01%	312
2017 Q3	$22K	Hold	1,375	–	–	0.01%	290
2017 Q2	$21K	Hold	1,375	–	–	0.01%	286
2017 Q1	$20K	Hold	1,375	–	–	0.01%	296
2016 Q4	$20K	Hold	1,375	–	–	0.01%	293
2016 Q3	$23K	Hold	1,375	–	–	0.02%	285
2016 Q2	$23K	Sell	1,375 -40,652	-97%	-$664K	0.02%	281
2016 Q1	$673K	Hold	42,027	–	–	0.46%	46
2015 Q4	$646K	Hold	42,027	–	–	0.47%	46
2015 Q3	$617K	Hold	42,027	–	–	0.48%	45
2015 Q2	$596K	Hold	42,027	–	–	0.42%	46
2015 Q1	$628K	Hold	42,027	–	–	0.47%	46
2014 Q4	$619K	Hold	42,027	–	–	0.45%	45
2014 Q3	$585K	Hold	42,027	–	–	0.44%	47
2014 Q2	$574K	Buy	42,027 +20,152	+92%	+$274K	0.44%	48
2014 Q1	$291K	Hold	21,875	–	–	0.24%	78
2013 Q4	$266K	Buy	+21,875	New	+$267K	0.22%	81

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

MIAN

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

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 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

Tradewinds Capital Management's NKX Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 1,375 shares — an estimated $19K sold.

Tradewinds Capital Management first reported a position in NKX in Q4 2013 and held it in 34 quarters. The position peaked at $673K in Q1 2016. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

Tradewinds Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 1,375 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $19K.
Tradewinds Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 34 quarters.
Tradewinds Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $673K in Q1 2016.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.