RJA
NXC

Raymond James & Associates’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Raymond James & Associates’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 		$197K Buy
13,932
+60
+0.4% +$817 ﹤0.01% 3648
2024
Q2 		$180K Buy
13,872
+60
+0.4% +$787 ﹤0.01% 3631
2024
Q1 		$185K Buy
+13,812
New +$182K ﹤0.01% 3635

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

Raymond James & Associates's NXC Position: Q3 2024 in Review

Raymond James & Associates increased its Nuveen CA Select Tax-Free Income Portfolio (NXC) stake by 0.43% in Q3 2024, buying an estimated $817 and bringing the position to 13,932 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Raymond James & Associates first reported a position in NXC in Q1 2024 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold NXC as of Q3 2024.

  • Raymond James & Associates held 13,932 shares of Nuveen CA Select Tax-Free Income Portfolio worth $197K as of Q3 2024.
  • Raymond James & Associates bought 60 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2024, an estimated $817.
  • Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3648 holding.
  • Raymond James & Associates first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2024 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.