Northwestern Mutual Wealth Management
NXC

Northwestern Mutual Wealth Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Northwestern Mutual Wealth 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
Q3 		– Sell
-5,692
Closed -$73.8K – 3773
2024
Q2 		$73.8K Buy
+5,692
New +$74.7K ﹤0.01% 1957

Other funds holding NXC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's NXC Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2024, closing a stake of 5,692 shares — an estimated $73.8K sold.

Northwestern Mutual Wealth Management first reported a position in NXC in Q2 2024 and held it in 1 quarter. The position peaked at $73.8K in Q2 2024. 18 funds tracked by Wall St. Rank hold NXC as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5,692 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2024, an estimated $73.8K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $73.8K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.