TJHA
NXC

Thomas J. Herzfeld Advisors’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Thomas J. Herzfeld 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
2019
Q2 		– Sell
-780
Closed -$11K – 293
2019
Q1 		$11K Buy
+780
New +$10.8K ﹤0.01% 233

Other funds holding NXC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thomas J. Herzfeld Advisors's NXC Position: Q2 2019 in Review

Thomas J. Herzfeld Advisors sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2019, closing a stake of 780 shares — an estimated $11K sold.

Thomas J. Herzfeld Advisors first reported a position in NXC in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 20 funds tracked by Wall St. Rank hold NXC as of Q2 2019.

  • Thomas J. Herzfeld Advisors reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2019 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 780 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2019, an estimated $11K.
  • Thomas J. Herzfeld Advisors first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q1 2019 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Nuveen CA Select Tax-Free Income Portfolio position peaked at $11K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.