Alpha Cubed Investments’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Alpha Cubed Investments’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
2022 Q1	–	Sell	-13,381	Closed	-$221K	–	345
2021 Q4	$221K	Hold	13,381	–	–	0.01%	251
2021 Q3	$211K	Hold	13,381	–	–	0.02%	243
2021 Q2	$226K	Hold	13,381	–	–	0.02%	236
2021 Q1	$218K	Hold	13,381	–	–	0.02%	237
2020 Q4	$216K	Hold	13,381	–	–	0.02%	231
2020 Q3	$214K	Hold	13,381	–	–	0.02%	203
2020 Q2	$219K	Hold	13,381	–	–	0.02%	194
2020 Q1	$194K	Sell	13,381 -650	-5%	-$10.1K	0.02%	200
2019 Q4	$233K	Buy	14,031 +650	+5%	+$10.2K	0.02%	227
2019 Q3	$210K	Hold	13,381	–	–	0.02%	232
2019 Q2	$198K	Buy	+13,381	New	+$191K	0.02%	243

Other funds holding NXC

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Alpha Cubed Investments's NXC Position: Q1 2022 in Review

Alpha Cubed Investments sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2022, closing a stake of 13,381 shares — an estimated $221K sold.

Alpha Cubed Investments first reported a position in NXC in Q2 2019 and held it in 11 quarters. The position peaked at $233K in Q4 2019. 18 funds tracked by Wall St. Rank hold NXC as of Q1 2022.

Alpha Cubed Investments reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2022 after selling out during the quarter.
Alpha Cubed Investments sold 13,381 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2022, an estimated $221K.
Alpha Cubed Investments first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2019 and held it in 11 quarters.
Alpha Cubed Investments's Nuveen CA Select Tax-Free Income Portfolio position peaked at $233K in Q4 2019.
18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2022.

Based on Alpha Cubed Investments's 13F filing for Q1 2022, filed 22 Apr 2022.