Bank of New York Mellon
NXC

Bank of New York Mellon’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Bank of New York Mellon’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
2024
Q2 		– Sell
-60,048
Closed -$806K – 4224
2024
Q1 		$806K Buy
+60,048
New +$792K ﹤0.01% 3263

Other funds holding NXC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon's NXC Position: Q2 2024 in Review

Bank of New York Mellon sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2024, closing a stake of 60,048 shares — an estimated $806K sold.

Bank of New York Mellon first reported a position in NXC in Q1 2024 and held it in 1 quarter. The position peaked at $806K in Q1 2024. 23 funds tracked by Wall St. Rank hold NXC as of Q2 2024.

  • Bank of New York Mellon reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 60,048 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2024, an estimated $806K.
  • Bank of New York Mellon first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2024 and held it in 1 quarter.
  • Bank of New York Mellon's Nuveen CA Select Tax-Free Income Portfolio position peaked at $806K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2024.

Based on Bank of New York Mellon's 13F filing for Q2 2024, filed 25 Jul 2024.