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

First Foundation 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
2021 Q4	–	Sell	-19,352	Closed	-$305K	–	460
2021 Q3	$305K	Sell	19,352 -47,948	-71%	-$788K	0.01%	347
2021 Q2	$1.14M	Sell	67,300 -6,118	-8%	-$101K	0.04%	205
2021 Q1	$1.2M	Sell	73,418 -12,005	-14%	-$193K	0.05%	184
2020 Q4	$1.38M	Sell	85,423 -11,062	-11%	-$177K	0.06%	161
2020 Q3	$1.54M	Sell	96,485 -14,896	-13%	-$240K	0.07%	139
2020 Q2	$1.83M	Buy	111,381 +696	+0.6%	+$10.6K	0.09%	122
2020 Q1	$1.6M	Buy	110,685 +10,570	+11%	+$164K	0.1%	123
2019 Q4	$1.66M	Buy	100,115 +39,265	+65%	+$617K	0.08%	138
2019 Q3	$957K	Buy	60,850 +24,763	+69%	+$378K	0.05%	168
2019 Q2	$534K	Sell	36,087 -937	-3%	-$13.4K	0.03%	221
2019 Q1	$523K	Buy	37,024 +23,214	+168%	+$321K	0.03%	214
2018 Q4	$184K	Buy	13,810 +3,077	+29%	+$41.3K	0.01%	355
2018 Q3	$150K	Hold	10,733	–	–	0.01%	339
2018 Q2	$150K	Buy	+10,733	New	+$149K	0.01%	312

Other funds holding NXC

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

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

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

First Foundation Advisors's NXC Position: Q4 2021 in Review

First Foundation Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2021, closing a stake of 19,352 shares — an estimated $305K sold.

First Foundation Advisors first reported a position in NXC in Q2 2018 and held it in 14 quarters. The position peaked at $1.83M in Q2 2020. 18 funds tracked by Wall St. Rank hold NXC as of Q4 2021.

First Foundation Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q4 2021 after selling out during the quarter.
First Foundation Advisors sold 19,352 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2021, an estimated $305K.
First Foundation Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2018 and held it in 14 quarters.
First Foundation Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $1.83M in Q2 2020.
18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.