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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

45 hedge funds and large institutions have $53.4M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
10
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$993K
2
Creative Planning
Creative Planning
Kansas
+$272K
3
FAAS
First Allied Advisory Services
California
+$240K
4
Ameriprise
Ameriprise
Minnesota
+$181K
5
CAN
Cetera Advisor Networks
California
+$168K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.61M
2
LCM
Leisure Capital Management
California
-$1.95M
3
LCM
Landscape Capital Management
New Jersey
-$831K
4
Invesco
Invesco
Georgia
-$473K
5
UBS Group
UBS Group
Switzerland
-$427K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$7.1M -$77.3K -4,969 -1%
AAM
2
Advisors Asset Management
Colorado
$5.35M -$226K -14,515 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.99M +$993K +63,784 +25%
PWSG
4
Pacific Wealth Strategies Group
California
$4.88M +$43.3K +2,780 +0.9%
Wells Fargo
5
Wells Fargo
California
$4.11M -$7.07K -454 -0.2%
UBS Group
6
UBS Group
Switzerland
$3.66M -$427K -27,424 -10%
Invesco
7
Invesco
Georgia
$3.53M -$473K -30,376 -12%
LPL Financial
8
LPL Financial
California
$2.99M -$2.61M -167,948 -47%
Bank of America
9
Bank of America
North Carolina
$2.48M -$18.2K -1,171 -0.7%
LCM
10
Leisure Capital Management
California
$2.29M -$1.95M – –
AA
11
Apriem Advisors
California
$2.11M -$5.62K -361 -0.3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.44M +$63.5K +4,080 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.37M -$36.8K -2,367 -3%
RJA
14
Raymond James & Associates
Florida
$1.01M +$36.2K +2,327 +4%
WT
15
Whittier Trust
California
$718K – – –
FAAS
16
First Allied Advisory Services
California
$486K +$240K +15,378 +97%
WS
17
Wedbush Securities
California
$443K -$28.5K -1,833 -6%
Creative Planning
18
Creative Planning
Kansas
$341K +$272K +17,425 +392%
IA
19
IFP Advisors
Florida
$335K +$825 +53 +0.2%
DI
20
Diligent Investors
California
$315K +$46.7K +3,000 +17%
SNT
21
Security National Trust
West Virginia
$292K – – –
SWP
22
Stratos Wealth Partners
Ohio
$291K – – –
HCM
23
Hollencrest Capital Management
California
$266K – – –
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$236K – – –
ACM
25
Alethea Capital Management
Washington
$216K – – –
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