Raymond James Financial Services Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Raymond James Financial Services 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
2024 Q1	–	Sell	-11,600	Closed	-$148K	–	3463
2023 Q4	$148K	Buy	+11,600	New	+$143K	﹤0.01%	3067
2023 Q2	–	Sell	-13,682	Closed	-$184K	–	3322
2023 Q1	$184K	Hold	13,682	–	–	﹤0.01%	2936
2022 Q4	$196K	Hold	13,682	–	–	﹤0.01%	2873
2022 Q3	$179K	Buy	13,682 +1,765	+15%	+$24.1K	﹤0.01%	2888
2022 Q2	$162K	Buy	+11,917	New	+$164K	﹤0.01%	2915
2020 Q4	–	Sell	-12,184	Closed	-$195K	–	3047
2020 Q3	$195K	Hold	12,184	–	–	﹤0.01%	2557
2020 Q2	$200K	Buy	12,184 +360	+3%	+$5.46K	﹤0.01%	2499
2020 Q1	$171K	Hold	11,824	–	–	﹤0.01%	2115
2019 Q4	$197K	Hold	11,824	–	–	﹤0.01%	2581
2019 Q3	$186K	Hold	11,824	–	–	﹤0.01%	2521
2019 Q2	$175K	Hold	11,824	–	–	﹤0.01%	2568
2019 Q1	$167K	Buy	+11,824	New	+$163K	﹤0.01%	2540

Other funds holding NXC

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial Services Advisors's NXC Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2024, closing a stake of 11,600 shares — an estimated $148K sold.

Raymond James Financial Services Advisors first reported a position in NXC in Q1 2019 and held it in 12 quarters. The position peaked at $200K in Q2 2020. 22 funds tracked by Wall St. Rank hold NXC as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 11,600 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2024, an estimated $148K.
Raymond James Financial Services Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2019 and held it in 12 quarters.
Raymond James Financial Services Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $200K in Q2 2020.
22 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.