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

Wolverine Asset 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
2024
Q1 		– Sell
-1,900
Closed -$21.9K – 1826
2023
Q4 		$21.9K Sell
1,900
-44,365
-96% -$479K ﹤0.01% 1302
2023
Q3 		$475K Sell
46,265
-8,787
-16% -$97.8K 0.01% 888
2023
Q2 		$635K Buy
55,052
+29,886
+119% +$339K 0.01% 794
2023
Q1 		$293K Buy
+25,166
New +$304K ﹤0.01% 967
2021
Q2 		– Sell
-16,038
Closed -$247K – 2334
2021
Q1 		$247K Buy
+16,038
New +$247K ﹤0.01% 1158
2020
Q2 		– Sell
-3,641
Closed -$51K – 1701
2020
Q1 		$51K Buy
+3,641
New +$55.2K ﹤0.01% 1165
2019
Q2 		– Sell
-171,046
Closed -$2.38M – 1550
2019
Q1 		$2.38M Sell
171,046
-87,663
-34% -$1.18M 0.03% 377
2018
Q4 		$3.28M Buy
258,709
+34,682
+15% +$438K 0.04% 390
2018
Q3 		$2.88M Sell
224,027
-3,226
-1% -$43.3K 0.03% 440
2018
Q2 		$3.09M Buy
227,253
+75,671
+50% +$1.02M 0.04% 397
2018
Q1 		$2.05M Buy
+151,582
New +$2.17M 0.03% 517
2017
Q1 		– Sell
-28,490
Closed -$407K – 1319
2016
Q4 		$407K Buy
+28,490
New +$422K 0.01% 730
2014
Q3 		– Sell
-13,606
Closed -$185K – 2607
2014
Q2 		$185K Buy
+13,606
New +$185K ﹤0.01% 959
2013
Q4 		– Sell
-500
Closed -$6K – 2841
2013
Q3 		$6K Sell
500
-25,433
-98% -$313K ﹤0.01% 2339
2013
Q2 		$349K Buy
+25,933
New +$365K 0.01% 881

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
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Wolverine Asset Management's NKX Position: Q1 2024 in Review

Wolverine Asset Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2024, closing a stake of 1,900 shares — an estimated $21.9K sold.

Wolverine Asset Management first reported a position in NKX in Q2 2013 and held it in 15 quarters. The position peaked at $3.28M in Q4 2018. 70 funds tracked by Wall St. Rank hold NKX as of Q1 2024.

  • Wolverine Asset Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 1,900 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2024, an estimated $21.9K.
  • Wolverine Asset Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 15 quarters.
  • Wolverine Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $3.28M in Q4 2018.
  • 70 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2024.

Based on Wolverine Asset Management's 13F filing for Q1 2024, filed 13 May 2024.