MUFG Americas’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

MUFG Americas’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
2015 Q1	–	Sell	-1,827	Closed	-$28K	–	1216
2014 Q4	$28K	Hold	1,827	–	–	﹤0.01%	768
2014 Q3	$28K	Hold	1,827	–	–	﹤0.01%	767
2014 Q2	$27K	Hold	1,827	–	–	﹤0.01%	791
2014 Q1	$26K	Hold	1,827	–	–	﹤0.01%	782
2013 Q4	$25K	Sell	1,827 -36,200	-95%	-$485K	﹤0.01%	799
2013 Q3	$516K	Sell	38,027 -500	-1%	-$6.84K	0.02%	376
2013 Q2	$551K	Buy	+38,527	New	+$584K	0.01%	649

Other funds holding NXC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

MUFG Americas's NXC Position: Q1 2015 in Review

MUFG Americas sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2015, closing a stake of 1,827 shares — an estimated $28K sold.

MUFG Americas first reported a position in NXC in Q2 2013 and held it in 7 quarters. The position peaked at $551K in Q2 2013. 17 funds tracked by Wall St. Rank hold NXC as of Q1 2015.

MUFG Americas reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2015 after selling out during the quarter.
MUFG Americas sold 1,827 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2015, an estimated $28K.
MUFG Americas first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and held it in 7 quarters.
MUFG Americas's Nuveen CA Select Tax-Free Income Portfolio position peaked at $551K in Q2 2013.
17 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2015.

Based on MUFG Americas's 13F filing for Q1 2015, filed 13 May 2015.