GBBWRPM
NXC

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-1,000
Closed -$14K – 272
2018
Q2 		$14K Hold
1,000
– – 0.01% 290
2018
Q1 		$14K Hold
1,000
– – 0.01% 292
2017
Q4 		$15K Hold
1,000
– – 0.04% 162
2017
Q3 		$15K Hold
1,000
– – 0.01% 253
2017
Q2 		$15K Hold
1,000
– – 0.01% 244
2017
Q1 		$15K Hold
1,000
– – 0.01% 263
2016
Q4 		$15K Hold
1,000
– – ﹤0.01% 283
2016
Q3 		$17K Hold
1,000
– – 0.01% 253
2016
Q2 		$16K Hold
1,000
– – 0.01% 239
2016
Q1 		$16K Hold
1,000
– – 0.01% 224
2015
Q4 		$16K Buy
+1,000
New +$15.5K 0.01% 221

Other funds holding NXC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NXC Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NXC in Q4 2015 and held it in 11 quarters. The position peaked at $17K in Q3 2016. 19 funds tracked by Wall St. Rank hold NXC as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,000 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2018, an estimated $14K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2015 and held it in 11 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $17K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.