CRC
NXC

Curi RMB Capital’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Curi RMB Capital’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
2017
Q3 		– Sell
-10,645
Closed -$163K – 761
2017
Q2 		$163K Sell
10,645
-7,667
-42% -$119K ﹤0.01% 685
2017
Q1 		$272K Sell
18,312
-12,805
-41% -$192K 0.01% 456
2016
Q4 		$457K Buy
+31,117
New +$487K 0.02% 323
2015
Q2 		– Sell
-18,286
Closed -$282K – 517
2015
Q1 		$282K Buy
+18,286
New +$284K 0.02% 414

Other funds holding NXC

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return

Curi RMB Capital's NXC Position: Q3 2017 in Review

Curi RMB Capital sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2017, closing a stake of 10,645 shares — an estimated $163K sold.

Curi RMB Capital first reported a position in NXC in Q1 2015 and held it in 4 quarters. The position peaked at $457K in Q4 2016. 11 funds tracked by Wall St. Rank hold NXC as of Q3 2017.

  • Curi RMB Capital reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2017 after selling out during the quarter.
  • Curi RMB Capital sold 10,645 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2017, an estimated $163K.
  • Curi RMB Capital first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2015 and held it in 4 quarters.
  • Curi RMB Capital's Nuveen CA Select Tax-Free Income Portfolio position peaked at $457K in Q4 2016.
  • 11 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2017.

Based on Curi RMB Capital's 13F filing for Q3 2017, filed 14 Nov 2017.