Tortoise Investment Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Tortoise Investment Management’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	–	Sell	-1,350	Closed	-$17.5K	–	911
2024 Q2	$17.5K	Hold	1,350	–	–	﹤0.01%	554
2024 Q1	$18.1K	Hold	1,350	–	–	﹤0.01%	529
2023 Q4	$17.3K	Hold	1,350	–	–	﹤0.01%	491
2023 Q3	$16.4K	Hold	1,350	–	–	﹤0.01%	485
2023 Q2	$17.6K	Buy	+1,350	New	+$17.8K	﹤0.01%	489
2021 Q2	–	Sell	-800	Closed	-$13K	–	611
2021 Q1	$13K	Sell	800 -600	-43%	-$9.65K	﹤0.01%	410
2020 Q4	$23K	Hold	1,400	–	–	0.01%	316
2020 Q3	$22K	Hold	1,400	–	–	0.01%	301
2020 Q2	$23K	Hold	1,400	–	–	0.01%	286
2020 Q1	$20K	Hold	1,400	–	–	0.01%	294
2019 Q4	$23K	Sell	1,400 -2,500	-64%	-$39.3K	0.01%	303
2019 Q3	$61K	Hold	3,900	–	–	0.02%	217
2019 Q2	$58K	Buy	3,900 +1,400	+56%	+$20K	0.01%	240
2019 Q1	$35K	Hold	2,500	–	–	0.01%	275
2018 Q4	$33K	Hold	2,500	–	–	0.01%	268
2018 Q3	$35K	Hold	2,500	–	–	0.01%	272
2018 Q2	$35K	Buy	+2,500	New	+$34.6K	0.01%	277

Other funds holding NXC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Tortoise Investment Management's NXC Position: Q3 2024 in Review

Tortoise Investment Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q3 2024, closing a stake of 1,350 shares — an estimated $17.5K sold.

Tortoise Investment Management first reported a position in NXC in Q2 2018 and held it in 17 quarters. The position peaked at $61K in Q3 2019. 18 funds tracked by Wall St. Rank hold NXC as of Q3 2024.

Tortoise Investment Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q3 2024 after selling out during the quarter.
Tortoise Investment Management sold 1,350 Nuveen CA Select Tax-Free Income Portfolio shares in Q3 2024, an estimated $17.5K.
Tortoise Investment Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2018 and held it in 17 quarters.
Tortoise Investment Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $61K in Q3 2019.
18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.