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

WealthSource 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
2022
Q1 		– Sell
-11,872
Closed -$188K – 607
2021
Q4 		$188K Buy
11,872
+131
+1% +$2.12K 0.02% 532
2021
Q3 		$192K Buy
11,741
+94
+0.8% +$1.54K 0.02% 488
2021
Q2 		$190K Buy
+11,647
New +$185K 0.02% 445

Other funds holding NKX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WealthSource Partners's NKX Position: Q1 2022 in Review

WealthSource Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2022, closing a stake of 11,872 shares — an estimated $188K sold.

WealthSource Partners first reported a position in NKX in Q2 2021 and held it in 3 quarters. The position peaked at $192K in Q3 2021. 69 funds tracked by Wall St. Rank hold NKX as of Q1 2022.

  • WealthSource Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 11,872 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2022, an estimated $188K.
  • WealthSource Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 3 quarters.
  • WealthSource Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $192K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.