Doliver Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Doliver Advisors’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	-10,409	Closed	-$160K	–	294
2017 Q2	$160K	Sell	10,409 -5,697	-35%	-$88.1K	0.08%	240
2017 Q1	$239K	Buy	16,106 +591	+4%	+$8.86K	0.19%	155
2016 Q4	$228K	Buy	+15,515	New	+$243K	0.19%	162
2014 Q1	–	Sell	-13,727	Closed	-$185K	–	253
2013 Q4	$185K	Buy	13,727 +946	+7%	+$12.7K	0.12%	233
2013 Q3	$173K	Buy	+12,781	New	+$175K	0.11%	310

Other funds holding NXC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Doliver Advisors's NXC Position: Q3 2017 in Review

Doliver Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2017, closing a stake of 10,409 shares — an estimated $160K sold.

Doliver Advisors first reported a position in NXC in Q3 2013 and held it in 5 quarters. The position peaked at $239K in Q1 2017. 11 funds tracked by Wall St. Rank hold NXC as of Q3 2017.

Doliver Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2017 after selling out during the quarter.
Doliver Advisors sold 10,409 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2017, an estimated $160K.
Doliver Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q3 2013 and held it in 5 quarters.
Doliver Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $239K in Q1 2017.
11 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2017.

Based on Doliver Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.