CFSG
NXC

Community Financial Services Group’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-336
Closed -$5K – 175
2015
Q3 		$5K Hold
336
– – ﹤0.01% 252
2015
Q2 		$5K Hold
336
– – ﹤0.01% 260
2015
Q1 		$5K Hold
336
– – ﹤0.01% 270
2014
Q4 		$5K Hold
336
– – ﹤0.01% 275
2014
Q3 		$5K Hold
336
– – ﹤0.01% 214
2014
Q2 		$5K Hold
336
– – ﹤0.01% 211
2014
Q1 		$5K Buy
+336
New +$4.72K ﹤0.01% 211
2013
Q4 		– Sell
-336
Closed -$5K – 149
2013
Q3 		$5K Hold
336
– – ﹤0.01% 205
2013
Q2 		$5K Buy
+336
New +$5.09K ﹤0.01% 203

Other funds holding NXC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Community Financial Services Group's NXC Position: Q4 2015 in Review

Community Financial Services Group sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2015, closing a stake of 336 shares — an estimated $5K sold.

Community Financial Services Group first reported a position in NXC in Q2 2013 and held it in 9 quarters. The position peaked at $5K in Q3 2015. 16 funds tracked by Wall St. Rank hold NXC as of Q4 2015.

  • Community Financial Services Group reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 336 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2015, an estimated $5K.
  • Community Financial Services Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and held it in 9 quarters.
  • Community Financial Services Group's Nuveen CA Select Tax-Free Income Portfolio position peaked at $5K in Q3 2015.
  • 16 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.