IAIM
NXC

International Assets Investment Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-14,153
Closed -$1K – 1512
2024
Q3 		$1K Buy
14,153
+13,152
+1,314% +$179K ﹤0.01% 1112
2024
Q2 		$13K Buy
+1,001
New +$13.1K ﹤0.01% 1588

Other funds holding NXC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

International Assets Investment Management's NXC Position: Q4 2024 in Review

International Assets Investment Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2024, closing a stake of 14,153 shares — an estimated $1K sold.

International Assets Investment Management first reported a position in NXC in Q2 2024 and held it in 2 quarters. The position peaked at $13K in Q2 2024. 25 funds tracked by Wall St. Rank hold NXC as of Q4 2024.

  • International Assets Investment Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 14,153 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2024, an estimated $1K.
  • International Assets Investment Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $13K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.