PA
NXC

Parallel Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Parallel Advisors’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
2021
Q3 		– Sell
-2,800
Closed -$47K – 3207
2021
Q2 		$47K Hold
2,800
– – ﹤0.01% 1275
2021
Q1 		$46K Hold
2,800
– – ﹤0.01% 1216
2020
Q4 		$45K Hold
2,800
– – ﹤0.01% 1143
2020
Q3 		$45K Hold
2,800
– – ﹤0.01% 1104
2020
Q2 		$45K Hold
2,800
– – ﹤0.01% 1086
2020
Q1 		$40K Buy
+2,800
New +$43.4K ﹤0.01% 1029

Other funds holding NXC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Parallel Advisors's NXC Position: Q3 2021 in Review

Parallel Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2021, closing a stake of 2,800 shares — an estimated $47K sold.

Parallel Advisors first reported a position in NXC in Q1 2020 and held it in 6 quarters. The position peaked at $47K in Q2 2021. 18 funds tracked by Wall St. Rank hold NXC as of Q3 2021.

  • Parallel Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2021 after selling out during the quarter.
  • Parallel Advisors sold 2,800 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2021, an estimated $47K.
  • Parallel Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2020 and held it in 6 quarters.
  • Parallel Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $47K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2021.

Based on Parallel Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.