Bank of Montreal
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Bank of Montreal’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Bank of Montreal’s Portfolio NXP Stock Details NXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-15,454
Closed -$224K – 4103
2023
Q2 		$224K Buy
+15,454
New +$223K ﹤0.01% 3151
2013
Q3 		– Sell
-2,495
Closed -$33K – 3889
2013
Q2 		$33K Buy
+2,495
New +$35.6K ﹤0.01% 2881

Other funds holding NXP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal's NXP Position: Q3 2023 in Review

Bank of Montreal sold out of Nuveen Select Tax-Free Income Portfolio (NXP) in Q3 2023, closing a stake of 15,454 shares — an estimated $224K sold.

Bank of Montreal first reported a position in NXP in Q2 2013 and held it in 2 quarters. The position peaked at $224K in Q2 2023. 89 funds tracked by Wall St. Rank hold NXP as of Q3 2023.

  • Bank of Montreal reported no remaining Nuveen Select Tax-Free Income Portfolio position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 15,454 Nuveen Select Tax-Free Income Portfolio shares in Q3 2023, an estimated $224K.
  • Bank of Montreal first reported a position in Nuveen Select Tax-Free Income Portfolio in Q2 2013 and held it in 2 quarters.
  • Bank of Montreal's Nuveen Select Tax-Free Income Portfolio position peaked at $224K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.