Nuveen California muni fund adds portfolio manager
A portfolio manager filed an initial ownership statement for NKX, reporting no transactions or current share holdings.
Rhea-AI Filing Summary
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX) has a new initial ownership report from Margot Kleinman, identified as a Portfolio Manager. The filing lists no reportable transactions and no reportable holdings of NKX shares at the time of this initial statement.
Positive
- None.
Negative
- None.
Key Figures
Reported NKX share holdings: 0 shares
Reported NKX share purchases: 0 shares
Reported NKX share sales: 0 shares
3 metrics
Reported NKX share holdings
0 shares
Beneficial ownership reported on the initial Form 3
Reported NKX share purchases
0 shares
Purchases reported in the initial Form 3
Reported NKX share sales
0 shares
Sales reported in the initial Form 3
FAQ
What does the new Form 3 filing mean for NKX?
The Form 3 shows that Portfolio Manager Margot Kleinman is now a reporting person for NKX, but it reports no transactions and no current holdings of NKX shares as of this initial statement.
What role does Margot Kleinman have in relation to NKX?
Margot Kleinman is identified in the filing as a Portfolio Manager associated with NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND (NKX).
Does the Form 3 mention any trading plans for NKX?
No trading plans are disclosed. The Form 3 is limited to identifying Margot Kleinman as a Portfolio Manager and shows no transactions or holdings for NKX.
AI-generated analysis. How Rhea-AI works. Not financial advice.