Ladenburg Thalmann Financial Services’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$70K	Hold	4,184	–	–	﹤0.01%	3295
2019 Q3	$66K	Sell	4,184 -1,710	-29%	-$26.1K	﹤0.01%	3234
2019 Q2	$87K	Hold	5,894	–	–	﹤0.01%	3067
2019 Q1	$83K	Hold	5,894	–	–	﹤0.01%	3020
2018 Q4	$79K	Buy	5,894 +500	+9%	+$6.71K	﹤0.01%	2926
2018 Q3	$76K	Hold	5,394	–	–	﹤0.01%	3028
2018 Q2	$75K	Hold	5,394	–	–	﹤0.01%	2964
2018 Q1	$75K	Hold	5,394	–	–	﹤0.01%	2964
2017 Q4	$80K	Hold	5,394	–	–	﹤0.01%	2882
2017 Q3	$84K	Hold	5,394	–	–	﹤0.01%	2719
2017 Q2	$83K	Buy	5,394 +1,710	+46%	+$26.4K	﹤0.01%	2634
2017 Q1	$55K	Sell	3,684 -1,710	-32%	-$25.6K	﹤0.01%	2835
2016 Q4	$79K	Hold	5,394	–	–	﹤0.01%	2497
2016 Q3	$92K	Hold	5,394	–	–	﹤0.01%	2314
2016 Q2	$89K	Hold	5,394	–	–	﹤0.01%	2235
2016 Q1	$91K	Sell	5,394 -869	-14%	-$13.7K	﹤0.01%	2136
2015 Q4	$98K	Buy	6,263 +869	+16%	+$13.5K	﹤0.01%	2076
2015 Q3	$82K	Hold	5,394	–	–	﹤0.01%	2127
2015 Q2	$79K	Hold	5,394	–	–	﹤0.01%	2270
2015 Q1	$83K	Buy	5,394 +1,710	+46%	+$26.5K	﹤0.01%	2197
2014 Q4	$57K	Hold	3,684	–	–	﹤0.01%	2282
2014 Q3	$57K	Hold	3,684	–	–	﹤0.01%	1949
2014 Q2	$55K	Buy	3,684 +1,194	+48%	+$17.5K	﹤0.01%	1983
2014 Q1	$35K	Hold	2,490	–	–	﹤0.01%	2194
2013 Q4	$34K	Buy	2,490 +1,490	+149%	+$20K	﹤0.01%	2188
2013 Q3	$14K	Hold	1,000	–	–	﹤0.01%	2675
2013 Q2	$14K	Buy	+1,000	New	+$15.1K	﹤0.01%	2536

Other funds holding NXC

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

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

BRWM

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACI

Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

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

Ladenburg Thalmann Financial Services's NXC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Nuveen CA Select Tax-Free Income Portfolio (NXC) position steady in Q4 2019 at 4,184 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

Ladenburg Thalmann Financial Services first reported a position in NXC in Q2 2013 and has held it in 27 quarters since. The position peaked at $98K in Q4 2015. 19 funds tracked by Wall St. Rank hold NXC as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,184 shares of Nuveen CA Select Tax-Free Income Portfolio worth $70K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Nuveen CA Select Tax-Free Income Portfolio share count unchanged in Q4 2019.
Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3295 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Nuveen CA Select Tax-Free Income Portfolio position peaked at $98K in Q4 2015.
19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.