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
-1,001
Closed -$14.2K – 1512
2024
Q3 		$14.2K Hold
1,001
– – ﹤0.01% 1468
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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 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 1,001 shares — an estimated $14.2K sold.

International Assets Investment Management first reported a position in NXC in Q2 2024 and held it in 2 quarters. The position peaked at $14.2K in Q3 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 1,001 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2024, an estimated $14.2K.
  • 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 $14.2K in Q3 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.