AG
NXC

Advisor Group’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Advisor Group’s Portfolio NXC Stock Details NXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$12K Buy
+700
New +$11K ﹤0.01% 4248
2017
Q2 		– Sell
-822
Closed -$12K – 4869
2017
Q1 		$12K Buy
+822
New +$12.3K ﹤0.01% 3688

Other funds holding NXC

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor Group's NXC Position: Q4 2019 in Review

Advisor Group opened a new position in Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2019: 700 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #4248 among its holdings. This is a return to the name: Advisor Group previously reported a position in NXC as recently as Q1 2017.

Advisor Group first reported a position in NXC in Q1 2017 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold NXC as of Q4 2019.

  • Advisor Group held 700 shares of Nuveen CA Select Tax-Free Income Portfolio worth $12K as of Q4 2019.
  • Nuveen CA Select Tax-Free Income Portfolio was a new Advisor Group position in Q4 2019.
  • Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4248 holding.
  • Advisor Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2017 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.