CWM
NXC

Concert Wealth Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Concert Wealth Management’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
2013
Q3 		– Sell
-14,501
Closed -$208K – 537
2013
Q2 		$208K Buy
+14,501
New +$220K 0.03% 443

Other funds holding NXC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Concert Wealth Management's NXC Position: Q3 2013 in Review

Concert Wealth Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2013, closing a stake of 14,501 shares — an estimated $208K sold.

Concert Wealth Management first reported a position in NXC in Q2 2013 and held it in 1 quarter. The position peaked at $208K in Q2 2013. 20 funds tracked by Wall St. Rank hold NXC as of Q3 2013.

  • Concert Wealth Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 14,501 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2013, an estimated $208K.
  • Concert Wealth Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $208K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.