Private Management Group’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Private Management Group’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	-16,792	Closed	-$259K	–	79
2014 Q4	$259K	Sell	16,792 -72,100	-81%	-$1.12M	0.02%	73
2014 Q3	$1.37M	Hold	88,892	–	–	0.09%	68
2014 Q2	$1.33M	Sell	88,892 -57	-0.1%	-$836	0.08%	67
2014 Q1	$1.27M	Sell	88,949 -150	-0.2%	-$2.11K	0.08%	66
2013 Q4	$1.2M	Buy	+89,099	New	+$1.19M	0.08%	59

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

Private Management Group's NXC Position: Q1 2015 in Review

Private Management Group sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2015, closing a stake of 16,792 shares — an estimated $259K sold.

Private Management Group first reported a position in NXC in Q4 2013 and held it in 5 quarters. The position peaked at $1.37M in Q3 2014. 17 funds tracked by Wall St. Rank hold NXC as of Q1 2015.

Private Management Group reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2015 after selling out during the quarter.
Private Management Group sold 16,792 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2015, an estimated $259K.
Private Management Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2013 and held it in 5 quarters.
Private Management Group's Nuveen CA Select Tax-Free Income Portfolio position peaked at $1.37M in Q3 2014.
17 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2015.

Based on Private Management Group's 13F filing for Q1 2015, filed 11 May 2015.