Apriem Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-7,000	Closed	-$98K	–	300
2018 Q2	$98K	Buy	+7,000	New	+$96.9K	0.02%	181
2017 Q2	–	Sell	-7,000	Closed	-$104K	–	409
2017 Q1	$104K	Hold	7,000	–	–	0.03%	170
2016 Q4	$103K	Hold	7,000	–	–	0.03%	162
2016 Q3	$120K	Hold	7,000	–	–	0.04%	146
2016 Q2	$117K	Hold	7,000	–	–	0.04%	155
2016 Q1	$117K	Hold	7,000	–	–	0.05%	134
2015 Q4	$109K	Hold	7,000	–	–	0.04%	133
2015 Q3	$106K	Buy	7,000 +2,000	+40%	+$29.9K	0.04%	137
2015 Q2	$74K	Hold	5,000	–	–	0.03%	170
2015 Q1	$77K	Hold	5,000	–	–	0.03%	164
2014 Q4	$77K	Hold	5,000	–	–	0.03%	153
2014 Q3	$77K	Hold	5,000	–	–	0.03%	165
2014 Q2	$75K	Hold	5,000	–	–	0.03%	166
2014 Q1	$71K	Hold	5,000	–	–	0.03%	183
2013 Q4	$68K	Hold	5,000	–	–	0.03%	178
2013 Q3	$68K	Hold	5,000	–	–	0.03%	171
2013 Q2	$72K	Buy	+5,000	New	+$75.7K	0.04%	162

Other funds holding NXC

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

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

RVPG

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

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apriem Advisors's NXC Position: Q3 2018 in Review

Apriem Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2018, closing a stake of 7,000 shares — an estimated $98K sold.

Apriem Advisors first reported a position in NXC in Q2 2013 and held it in 17 quarters. The position peaked at $120K in Q3 2016. 19 funds tracked by Wall St. Rank hold NXC as of Q3 2018.

Apriem Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 7,000 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2018, an estimated $98K.
Apriem Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $120K in Q3 2016.
19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.