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UMB Bank’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

UMB Bank’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
Q4 		– Sell
-1,161
Closed -$15.8K – 2145
2024
Q3 		$15.8K Hold
1,161
– – ﹤0.01% 1318
2024
Q2 		$14.5K Sell
1,161
-649
-36% -$7.73K ﹤0.01% 1172
2024
Q1 		$22K Sell
1,810
-490
-21% -$5.67K ﹤0.01% 1037
2023
Q4 		$26.5K Buy
+2,300
New +$24.9K ﹤0.01% 983

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UMB Bank's NKX Position: Q4 2024 in Review

UMB Bank sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2024, closing a stake of 1,161 shares — an estimated $15.8K sold.

UMB Bank first reported a position in NKX in Q4 2023 and held it in 4 quarters. The position peaked at $26.5K in Q4 2023. 64 funds tracked by Wall St. Rank hold NKX as of Q4 2024.

  • UMB Bank reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 1,161 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2024, an estimated $15.8K.
  • UMB Bank first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 4 quarters.
  • UMB Bank's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $26.5K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.