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

Windsor 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
2015 Q4	–	Sell	-1,149	Closed	-$16K	–	309
2015 Q3	$16K	Buy	+1,149	New	+$16.6K	0.01%	289
2014 Q1	–	Sell	-1,149	Closed	-$14K	–	215
2013 Q4	$14K	Hold	1,149	–	–	0.01%	295
2013 Q3	$14K	Hold	1,149	–	–	0.01%	312
2013 Q2	$16K	Buy	+1,149	New	+$16.2K	0.01%	283

Other funds holding NKX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Capital Management's NKX Position: Q4 2015 in Review

Windsor Capital Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q4 2015, closing a stake of 1,149 shares — an estimated $16K sold.

Windsor Capital Management first reported a position in NKX in Q2 2013 and held it in 4 quarters. The position peaked at $16K in Q3 2015. 42 funds tracked by Wall St. Rank hold NKX as of Q4 2015.

Windsor Capital Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 1,149 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q4 2015, an estimated $16K.
Windsor Capital Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $16K in Q3 2015.
42 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.