RCG
NXC

Regatta Capital Group’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Regatta Capital 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
2022
Q4 		– Sell
-49,118
Closed -$669K – 181
2022
Q3 		$669K Buy
49,118
+37,384
+319% +$510K 0.27% 82
2022
Q2 		$160K Sell
11,734
-37,384
-76% -$515K 0.08% 149
2022
Q1 		$697K Buy
49,118
+11,174
+29% +$174K 0.24% 89
2021
Q4 		$627K Buy
+37,944
New +$592K 0.22% 89

Other funds holding NXC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Regatta Capital Group's NXC Position: Q4 2022 in Review

Regatta Capital Group sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2022, closing a stake of 49,118 shares — an estimated $669K sold.

Regatta Capital Group first reported a position in NXC in Q4 2021 and held it in 4 quarters. The position peaked at $697K in Q1 2022. 17 funds tracked by Wall St. Rank hold NXC as of Q4 2022.

  • Regatta Capital Group reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q4 2022 after selling out during the quarter.
  • Regatta Capital Group sold 49,118 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2022, an estimated $669K.
  • Regatta Capital Group first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2021 and held it in 4 quarters.
  • Regatta Capital Group's Nuveen CA Select Tax-Free Income Portfolio position peaked at $697K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2022.

Based on Regatta Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.