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

Reilly Financial 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 Q4	$21K	Hold	1,256	–	–	﹤0.01%	566
2021 Q3	$20K	Hold	1,256	–	–	﹤0.01%	529
2021 Q2	$21K	Hold	1,256	–	–	﹤0.01%	547
2021 Q1	$20K	Hold	1,256	–	–	﹤0.01%	541
2020 Q4	$20K	Hold	1,256	–	–	﹤0.01%	494
2020 Q3	$20K	Hold	1,256	–	–	﹤0.01%	442
2020 Q2	$21K	Hold	1,256	–	–	﹤0.01%	441
2020 Q1	$18K	Hold	1,256	–	–	﹤0.01%	450
2019 Q4	$21K	Hold	1,256	–	–	﹤0.01%	494
2019 Q3	$20K	Hold	1,256	–	–	﹤0.01%	508
2019 Q2	$19K	Hold	1,256	–	–	﹤0.01%	550
2019 Q1	$18K	Hold	1,256	–	–	﹤0.01%	550
2018 Q4	$17K	Hold	1,256	–	–	﹤0.01%	531
2018 Q3	$18K	Hold	1,256	–	–	﹤0.01%	583
2018 Q2	$18K	Hold	1,256	–	–	﹤0.01%	537
2018 Q1	$17K	Hold	1,256	–	–	﹤0.01%	538
2017 Q4	$19K	Hold	1,256	–	–	﹤0.01%	529
2017 Q3	$20K	Hold	1,256	–	–	﹤0.01%	491
2017 Q2	$19K	Hold	1,256	–	–	﹤0.01%	509
2017 Q1	$19K	Hold	1,256	–	–	﹤0.01%	484
2016 Q4	$18K	Hold	1,256	–	–	﹤0.01%	466
2016 Q3	$22K	Hold	1,256	–	–	﹤0.01%	398
2016 Q2	$21K	Hold	1,256	–	–	﹤0.01%	382
2016 Q1	$21K	Hold	1,256	–	–	﹤0.01%	588
2015 Q4	$20K	Hold	1,256	–	–	﹤0.01%	616
2015 Q3	$19K	Hold	1,256	–	–	﹤0.01%	623
2015 Q2	$19K	Hold	1,256	–	–	﹤0.01%	692
2015 Q1	$19K	Hold	1,256	–	–	﹤0.01%	681
2014 Q4	$19K	Hold	1,256	–	–	﹤0.01%	408
2014 Q3	$19K	Hold	1,256	–	–	﹤0.01%	407
2014 Q2	$19K	Hold	1,256	–	–	﹤0.01%	426
2014 Q1	$18K	Hold	1,256	–	–	﹤0.01%	458
2013 Q4	$17K	Hold	1,256	–	–	﹤0.01%	432
2013 Q3	$17K	Hold	1,256	–	–	﹤0.01%	375
2013 Q2	$18K	Buy	+1,256	New	+$19K	0.01%	360

Other funds holding NXC

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

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

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Reilly Financial Advisors's NXC Position: Q4 2021 in Review

Reilly Financial Advisors held its Nuveen CA Select Tax-Free Income Portfolio (NXC) position steady in Q4 2021 at 1,256 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Reilly Financial Advisors first reported a position in NXC in Q2 2013 and has held it in 35 quarters since. The position peaked at $22K in Q3 2016. 18 funds tracked by Wall St. Rank hold NXC as of Q4 2021.

Reilly Financial Advisors held 1,256 shares of Nuveen CA Select Tax-Free Income Portfolio worth $21K as of Q4 2021.
Reilly Financial Advisors left its Nuveen CA Select Tax-Free Income Portfolio share count unchanged in Q4 2021.
Nuveen CA Select Tax-Free Income Portfolio made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #566 holding.
Reilly Financial Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $22K in Q3 2016.
18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.