Aevitas Wealth Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-2,200	Closed	-$31K	–	258
2019 Q1	$31K	Hold	2,200	–	–	0.03%	217
2018 Q4	$29K	Hold	2,200	–	–	0.03%	216
2018 Q3	$31K	Hold	2,200	–	–	0.03%	244
2018 Q2	$31K	Hold	2,200	–	–	0.03%	237
2018 Q1	$31K	Hold	2,200	–	–	0.03%	215
2017 Q4	$33K	Buy	+2,200	New	+$33.7K	0.03%	214

Other funds holding NXC

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Winfield Associates Cleveland, Ohio $276M AUM 15.18% 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

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

Aevitas Wealth Management's NXC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2019, closing a stake of 2,200 shares — an estimated $31K sold.

Aevitas Wealth Management first reported a position in NXC in Q4 2017 and held it in 6 quarters. The position peaked at $33K in Q4 2017. 20 funds tracked by Wall St. Rank hold NXC as of Q2 2019.

Aevitas Wealth Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 2,200 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2019, an estimated $31K.
Aevitas Wealth Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $33K in Q4 2017.
20 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.